We invest in 20 - 25  publicly listed companies, with a minimum allocation of 3% and maximum allocation of 10% per company. 

 

Maximum sector holding in any one sector is limited to 25% of the total portfolio at cost.

 

This is a multicap fund investing in companies across small, mid and large market capitalisations.

​

The benchmark is an amalgamated index of Nifty 50: 34%, Nifty midcap 100: 33%, Nifty smallcap 100: 33%.

 

The fund is underpinned by a value investing framework & growth at a reasonable price philosophy.

 

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

Recommended investment horizon is 3 to 5 years

​

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

​

​

Investing in companies demonstrating a 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 a fair valuation or if there is a change in the initial investment thesis.

 

Investment in businesses run by ethical & competent professionals.

 

Capital deployed between a duration of 1 to 3 months.

 

This fund is suitable for equity investors with prior experience of investing in the stock markets and have a long term investment horizon.

​

To understand if this fund is suitable for you, please fill the risk assessment questionnaire by clicking the link below:

www.pwm-india.com/riskassessment.

​