Minimum Amt
Monthly SIP Amt
Risk
High
Product Type
Type of Securities
Benchmark
Period
Market Cap
Fees
2.5% p.a. of your Investment Value + GST
Product Type
Actively Managed Advisory Product
Benchmark
Market Cap
MultiCap
Type of Securities
Equity
Period
Fees
2.5% p.a. of your Investment Value + GST.
WHAT IS ALPHA
THEMATIC
Targeting a particular theme, Thematic Portfolio concentrates on the management, quality, and financial strength of the companies. Themes will change as the economic cycle changes. The fund eventually switches to a new theme that fits the current economic cycle after the theme is completed.
Thematic’s objective is to select companies that are most likely to grow. It concentrates on industries like utilities, telecom, pharmaceuticals, real estate, financial, IT, and retail sectors.
KEY FEATURES
INVESTMENT UNIVERSE,
PROCESS & STRATEGY
- Defined investment universe to include companies with good quality businesses, strong track record and corporate governance.
- Confluence of Sector/Company research; Regular expert/ management interaction
- Portfolio Construction based on best ideas on bottoms up basis
- Zero tolerance to minimize Price/Volatility/Liquidity & Quality risk
investment universe process & strategy
Idea Generation
Our Investment Team’s Analysts conduct quantitative and qualitative research on businesses in the investable universe to find promising enterprises. This study include going through company filings and transcripts, networking with industry participants, filtering by financial indicators that we believe are leading predictors of business quality, and much more.
Fundamental Analysis
After identifying a potential company, the Investment Team performs bottom-up fundamental analysis to see if the business has enduring competitive advantages, promising future growth and unit economics, and sound management. This procedure entails reviewing the company filings from the previous few years, the earnings transcripts, the management presentations, and sell-side research to comprehend how the business and its sector function.
Valuation
The Investment Team evaluates the company’s absolute and relative valuation in comparison to their assessment of its long-term intrinsic value after validating the company’s competitive advantages, growth prospects, and management quality.
Portfolio Monitoring
