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.

Videos


Sector Allocation


*As on 31st March 2022

Top 5 Holdings Weight
ZOMATO LIMITED 10.9%
KALYAN JEWELLERS INDIA LTD 8.6%
TATA POWER CO.LTD. 5.9%
POWER FIN CORP LTD. 5.0%
REDTAPE LIMITED 4.6%

 

*As on 30st April 2024

Performance Update


*As on 31st March 2022

Golden Decade Output Since Inception
TWRR 18.60
BSE 500 TRI 27.20
Outperformance (TWRR v/s Benchmark) -8.60

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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