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
