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GEMS Portfolio
Objective : The main objective of the scheme
is to generate capital appreciation in the medium
term to long term through investments in equities
and equity related instruments. The scheme will seek
to achieve returns through investments in stocks of
small, medium and large capitalized companies. The
portfolio manager may invest in private placements
or pre Follow on Public Offering (FPO) placement of
listed securities.
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Concentrated
and compact
portfolio |
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Shift across
investment
themes to
participate
in multiple
growth
drivers of
the economy
and
corporate
sector |
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Predominantly
bottom up
approach |
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Portfolio
Characteristics: |
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Portfolio with
companies across
large cap, mid
cap and small
cap segments. |
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Option to
participate in
pre FPO or
private
placements of
listed
companies. |
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This will be a
diversified
scheme investing
across the
sectors and will
not have
sectoral
restriction. |
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Benchmark: BSE
200 Index |
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A global
footprint or
aspire to become
global leaders
in their
business |
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Companies from
emerging sectors
which have the
potential to
deliver higher
growth vis-à-vis
broad markets |
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Competitive
players from the
manufacturing
sector |
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Companies
participating in
the robust
growth in the
services sector |
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Key Features
of GEMS
portfolio |
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Option to
participate in
pre FPO
placement or
private
placements of
listed companies |
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Potential to
capture superior
upside with
commensurate
risk in the
medium to long
term |
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Provides
flexibility to
the Portfolio
manager
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Ability to
meaningfully
participate in
companies with
strong growth
prospects
through the pre
FPO / private
placement route |
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These
investments have
a lock in clause
for a pre
specified time
horizon |
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The investment range starts from Rs. 10 Lakh
stretching up to Rs. 5 Crore
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Corporate member of NSE,
BSE and OTC, Mapin UIN 100002386, NSE INB/INF 230808130,
BSE INB 010808153/ INF 011133230, OTC INB 200808136,
NSDL IN-DP-NSDL-23-97, CDSL IN-DP-CDSL, 158-2001,
Certificate of Registration as Portfolio Manager INP
000000258. Investments in securities are subject to
market risk and there is no assurance or guarantee of
the objectives of the Portfolio scheme being achieved.
Reg. Office : Bakthawar, 1st floor, 229, Nariman Point,
Mumbai - 400021. |
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