CORe Portfolio aims to capture the long term upside of the India Growth Story by diversifying across the major themes.
Investment Strategy
The scheme will invest in all equity and equity related instruments with emphasis on companies in the business areas driven by consumerism, outsourcing, real estate and core infrastructure players.
The portfolio will be a mix of small, medium and large capitalisation companies.
The investments may pertain to any sector either in the private or public/state domain. Stock selection is driven by a good order visibility which mitigates the downside risk.
Investment in long term appreciation and value unlocking potential stocks.
The Portfolio Manager may invest in futures and options to hedge, to generate returns, or to balance the portfolio. The quantum of exposure to derivatives will not normally exceed 50% of the portfolio invested by the client.
Sectoral Composition
Diversified across sectors and Market Capitalisation with focus on companies benefiting from:
Increase in consumer spend
Outsourcing
Increase in infrastructure spending
Real estate growth
Number of Stocks
Focused portfolio of 15-20 stocks
Bottom up selection
Investor Profile
CORe Portfolio is aimed at investors seeking to benefit from the growth in Indian economy. An investor willing to keep aside funds for at least 18 months without being perturbed about short term returns, volatility and market momentum.
