Prosperity Discovery Fund

Fund Overview

Prosperity Discovery Fund invests in 15 – 20 Business Opportunities.

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

Objective of the fund is wealth creation through superior risk adjusted returns.

Maximum Sector holding in any one sector is limited to 25% of the portfolio.

Maximum allocation per company is limited to 10% of the portfolio.

Benchmark Nifty Midcap 100

Recommended investment horizon 3-5 years

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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.