

This 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.




