Investment Objective

The investment objective of Emkay India’s Golden Decade of Growth strategy is to achieve long-term capital appreciation by investing in companies driven by major themes of growth like – Rising consumption, Digitalization/AI, Energy transition, Financialization of savings and the rising prowess of Indian manufacturing.

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 India’s Golden Decade of Growth is a multi-cap portfolio built based on the dominant themes of growth projected for the upcoming decade. The strategy aims to capitalise on long-term growth to achieve capital appreciation through investment in companies driven by the rising consumerism of Indians, the impending AI tech wave, green energy for sustainability and net zero goals, rise in savings in line with the growth per capita income and India’s emergence as a manufacturing powerhouse.
It is a Flexicap strategy with 25-30 stock picks across all categories – small-cap, mid-cap and large-cap segments for investments. With flexible weightage of stocks and performance benchmarking against the Nifty 500 index, this theme of trending opportunities is a strategy whose time has arrived.

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Sector Allocation

*As on 31st March 2022

TOP 5 HOLDINGS PERCENTAGE
KALYAN JEWELLERS INDIA LTD 8.7%
ZOMATO LTD 7.8%
GODFREY PHILLIPS INDIA LTD 6.1%
SUZLON ENERGY LTD 5.4%
BSE LTD 5.2%
*As on 31st October 2024
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Performance Update

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*As on 31st March 2022

Golden Decade Output Since Inception
TWRR 26.20
NSE 500 TRI 12.50
Outperformance (TWRR v/s Benchmark) 13.70

Note: The portfolio returns are TWRR returns.

*As on 31st March 2022

Understand Emkay India’s Golden Decade of Growth investment theme, research rationale, portfolio allocation and the top-performing stocks in the strategy.

Understand Emkay India’s Golden Decade of Growth investment theme, research rationale, portfolio allocation and the top-performing stocks in the strategy.

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To know more about the India’s Golden Decade of Growth portfolio and to receive the latest marketoutlook and guidance, talk to an Investment Advisor at EIML.

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