TRAILING PERFORMANCEDETAILED PORTFOLIOPORTFOLIO MANAGERS
Mr. Parekh has over 25 years’ experience in equities and portfolio management. He heads the Equity PMS business at JM Financial Services (JMFS). Before joining JMFS, Mr. Parekh was part of the Templeton Emerging Markets Group headed by Dr. J. Mark Mobius. He was responsible for co-managing the portfolio of Templeton India Growth Fund (TIGF) and a private institutional portfolio-OMERS, a Canadian pension fund based out of Mumbai, India. He has gained varied experience across a number of emerging markets, principally India and Israel, during his tenure within Templeton Group. He has also worked with several other large investment organizations both FII’s and DII’s as a research analyst. Mr. Parekh is a qualified Associate of Chartered Insurance Institute (ACII), UK and holds a degree in MBA, Finance from the University of Stirling, UK.
FUND SUMMARYFEE STRUCTUREINVESTMENT PHILOSOPHYThis is a broad based portfolio strategy focusing on predominantly mid-cap strategy, with an exposure of around 65% to Mid-Cap stocks. Balance can be invested in large or select small cap, depending on market conditions. The aim is to hold around 20 stocks in the portfolio to provide reasonable diversification. The aim is to focus on bottom up stock picking across the sectors and generate compounding over the longer term.
The aim of equity strategy will be to predominantly build a portfolio of companies and identify the sectors that could benefit due to resurgent in demand and resultant demand supply imbalance, structural reforms, Government thrust, and companies benefiting out of new products, R&D, and/or related diversification or renewed thrust by the management.
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