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 30th November 2024
| TOP 5 HOLDINGS | PERCENTAGE |
|---|---|
| KIRLOSKAR PNEUMATIC CO.LTD. | 8.6% |
| DIVI S LABORATORIES LTD | 7.3% |
| IGARASHI MOTORS INDIA LTD | 6.6% |
| AJANTA PHARMA LIMITED | 6.2% |
| EICHER MOTORS LTD | 6.1% |
*As on 31st Dec 2024
Performance Update
*As on 31st March 2022
| Name | Value |
|---|---|
| ENVI TWRR | 30.80 |
| BSE 500 TRI | 23.10 |
| Outperformance (TWRR v/s Benchmark) | 7.70 |
Note: The portfolio returns are TWRR returns.
*As on 31st March 2022
Fund Management Team
Manish Sonthalia
Director and Chief Investment Officer, Emkay Investment Managers Ltd.
Manish Sonthalia serves as the Chief Investment Officer of Emkay Investment Managers Ltd. He has over 3 decades of exhaustive experience in equity fund management and research covering Indian Markets.
A commerce graduate from St. Xavier’s College, Kolkata, Manish is also a member of The Institute of Cost and Works Accountants of India, The Institute of Chartered Accountants of India and The Institute of Company Secretaries of India. He has completed his MBA in Finance from IISWBM. His research paper on Indian Markets ‘A Rising Consumer Class’, was published by the Global World Economic Forum in 2010. His views are frequently sought by leading Media channels in India as well as globally.
Kashyap Javeri
Head of Research and Fund Manager, Emkay Investment Managers Ltd.
Kashyap Javeri is a Fund Manager with more than a decade of experience in company and sector research. He brings exceptional insights into stocks and economy. Prior to joining Emkay Investment Managers, he was a rated BFSI analyst in Emkay Institutional Equities for eight years, and also worked with Sharekhan Ltd. as a midcap analyst. Kashyap brings with him immense in-depth knowledge not only in a variety of manufacturing and services sectors, but also in banking and economics.
