"Confronted with a challenge to distill the secret of sound investment into three words, we venture the following motto, MARGIN OF SAFETY"

-BEN GRAHAM, THE INTELLIGENT INVESTOR, 1949.

Prosperity Discovery Fund

Fund Overview

Prosperity Discovery Fund invests in 15 – 20 Business Opportunities.

 

Multi Cap fund underpinned by Value investing framework & Growth at reasonable prices philosophy.

 

Objective of the fund is wealth creation for the investor by delivering superior risk-adjusted returns. 

 

Maximum Sector holding in any one sector is limited to 30% of the portfolio.

 

Maximum allocation per company is limited to 15% of the portfolio.

 

Benchmark is Nifty500.

 

Recommended investment horizon 3-5 years

Minimum Investment INR 50,00,000 for Indian citizens.

Investment Philosophy 

Investing in companies demonstrating sustainable growth in top and bottom lines, strong balance sheet, low debt & a durable moat (sustainable competitive advantage) around the business.

 

Entry at bargain prices due to overcompensation of the markets to adverse events, undiscovered business value or a turn-around story.

 

Exit when the company reaches fair valuation or if there is a change in the initial investment thesis.

 

Investment in businesses run by highly ethical & competent professionals.

 

Capital deployed between a duration of 3 to 4 months.

 

This fund is suitable for aggressive equity investors with prior experience of investing in the stock market. An ideal investor in this fund should have an appetite for risk and a long term investment horizon.

© Prosperity Wealth Management Private Limited, 2017

Investments in securities are subject to market risk, there is no assurance or guarantee of returns. Past performance is not an indicator of future returns, please read all disclosure documents carefully before investing. The content on this website is not a recommendation to buy or sell a security, please contact your SEBI Registered Investment Advisor for investment advice.

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