The Indian Economic Transformation Portfolio


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    Investment Objective

    A Multicap Portfolio which aims to deliver superior returns by participating in India growth story through a focussed portfolio of high growth businesses that stand to benefit from economic transformation in India, including the shift in business from unorganised to organised sector.

    Type Of Securities

    Portfolio will invest in listed equity and equity related instruments. The portfolio can have some exposure to debt instruments including Money Market Instruments, units of mutual fund including fixed deposits, or any other securities as may be specified by SEBI from time to time.

    Basis of Selection

    Listed equity and equity related instruments will be selected basis the in-house proprietary research carried out by the portfolio management team, in accordance with investment objective of the Portfolio. Debt instruments will be typically used for temporary parking of Funds pending deployment in market wherein liquidity and safety will be the primary basis for selection.


    Equity & equity related instruments: 70%-100% | Debt Instruments: 0-30%

    Benchmark and Basis for choice of Benchmark

    NIFTY 500; The Portfolio Manager intends to in listed equity and equity related instruments across market capitalisation i.e. Large Cap, Mid Cap, Small & Microcap stocks. Hence broader benchmark of NIFTY 500 will be an appropriate choice to compare the performance.

    Indicative Investment Horizon

    Ideal investment horizon for any equity investment should be long term in nature for compounding to work for the Client. However, the indicative investment horizon for the portfolio should be at least 3 years.

Investment Style

• Potential of High Capital efficiency demonstrated through high ROE/ROCE
• Infrequent (if any) capital raising
• Low or negligible gearing
• Potential of High revenue and profit growth rates
• Competent and ethical Management team
• Bottom-up stock picking



Sector Allocation (Top 10)

Top 10 Holdings

Security% Assets


Important Disclosures
  • Investors can directly invest / participate in the portfolio. Should the investor decide to invest directly, the investor should carefully read the entire disclosure document and other offerings documents prior to making an Investment.
  • The performance related information provided herein is not verified by SEBI.
  • The investors are requested to note that there is no material impact on investor portfolio, on account of alignment of PMS strategies as investment approach in line with new SEBI regulation.