Introduced in July 2011, the investment approach targets companies across market capitalizations, picking companies with attractive valuation multiples and with potential higher growth rate triggerss. It prioritizes industry leaders and allocates more heavily to small-cap firms showing substantial growth potential as well as value buy and hence the name Growth Plus Value. Investments are intended for longer holding periods to capitalize on management-driven business growth and potential valuation rating. A typical portfolio consists of 18-20 companies from various industries, chosen systematically through a model portfolio approach. The goal is to outperform benchmark indices over the long term by identifying fundamental. This dual focus on growth and value aims to deliver sustained capital appreciation and wealth generation for investors, underpinned by strong conviction in an investment idea.
Growth Plus Value Strategy
1 month
3 months
6 months
1 year
3 years
5 years
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Since inception
values in percentage %
as on October 31st, 2024
Know Your Investment Approach
Growth Plus Value
Key Features of the Portfolio
- Sector-agnostic, Bottom-up, Stock-specific portfolio
- Holding period >15-18 quarters
- Blend of Growth and Value Investing
- 70% exposure to small-cap
- Max single stock weight 12%
- Max single sector weight 20%
- Focussed on multi-baggers
Fees Structure
Fees
|
Fixed | Hybrid | Variable* |
2.5 % | 1 % | 1 % | |
Nil | 10 % | 15 % | |
*Fixed fees will be reduced from performance fees |
Fee Structure Illustration