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
Performance Update
*As on 31st March 2022
| Golden Decade Output | Since Inception |
|---|---|
| TWRR | 36.00 |
| BSE 500 TRI | 28.00 |
| Outperformance (TWRR v/s Benchmark) | 8.00 |
Note: The portfolio returns are TWRR returns.
*As on 31st March 2022
