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Investment Objective


The scheme would endeavour to achieve long term capital appreciation by investing in companies which will benefit from trends like private and public capex, greater indigenisation to reduce dependence on imports, robust exports growth, strong turnaround in industrial sector and services that are integral part of industrial growth.

Investment Framework


Long Term Investing

  • Low churn
  • Be patient before & after investing

Conviction & Patience

Focus on absolute Returns and high emphasis on Purchase Price


Compounding is the Name of the Game

Winning sustainable wealth


Do your own Homework

Research backed & process oriented investments


Focused Portfolio

Allocation Discipline to avoid concentration risk


Avoid Mistakes

  • Avoid unscrupulous promoters/ management
  • Businesses getting irrelevant
  • Highly leveraged companies
  • Euphoric valuation

Investment Theme


Emkay New Vitalised India Strategy is a multi-cap portfolio that aims to capitalize on the opportunity presented around the nucleus of industry revival and growth. The strategy capitalizes on long-term capital appreciation through investment in companies driven by the strong rebound in the industrial sector, indigenisation, export opportunities and growth in services allied to industrial activities.

It is a Flexicap strategy that identifies 15-25 stocks across small cap, mid-cap and large-cap segments for investments. The weightage for investment in the stocks is also flexible and benchmarked with the The Nifty India Manufacturing Index.

ENVI Videos


Sector Allocation


*As on 31st March 2022

TOP 5 HOLDINGS
KIRLOSKAR PNEUMATIC CO.LTD. 9.4%
EICHER MOTORS LTD 6.9%
CENTUM ELECTRONICS LTD 6.8%
AARTI INDUSTRIES LTD 6.7%
ELECON ENG. CO. LTD 6.6%

 

*As on 31st May 2024

Performance Update


*As on 31st March 2022

ENVI Output Since Inception
TWRR 37.90
BSE 500 TRI 30.20
Outperformance (TWRR v/s Benchmark) 7.70

Note: The portfolio returns are TWRR returns.

*As on 31st March 2022

Understand the Emkay ENVI Fund theme, investment rationale, portfolio allocation and the top-performing stocks in the fund.

Understand the Emkay ENVI Fund theme, investment rationale, portfolio allocation and the top-performing stocks in the fund.

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