<ul><li>The universe is all companies with intrinsic value of around INR 800 crores or more. These can be large caps, mid caps or small caps. Some, relatively rare exceptions are possible if an extraordinary opportunity comes for a company with intrinsic value below INR 800 crores. </li><li>Gold and silver will make up 50% of the portfolio's weight.</li></ul>

<ul><li>ArthScience investment philosophy is based on the Art of Alpha Axiom, "Some parts of the markets are always mispriced, the art of alpha is to find them". ArthScience's investment approach is based on this axiom and is formalized as the Art of Alpha Architecture (AAA).</li><li>AAA is applied to the investment universe and the portfolio is optimized for potential growth, strategic resources and capabilities and where the future value is a multiple of the present market price.</li></ul>

The investment universe is screened for the following:<ul><li>Companies with large growth opportunities and ability to capitalise on those opportunities. These companies can generate capital resources through balance sheet capacity and high operational efficiency and cash flows.&nbsp;</li><li>The companies that will make it into the portfolio would have much higher expected future value in relation to their current market value as compared to the typical company in the markets.</li><li>These companies have the strategic capabilities to capitalize on the private banking growth alpha, the capital resources to capture market share, capital creating business architecture and unrecognized future value, thus capturing alpha-delivering multiple-of-capital.</li></ul>

The portfolio is nearly equal-weighted between select high-conviction equities and Gold &amp; Silver.

This smallcase will be rebalanced on an as-needed basis

Arth Equity Gold Asset Allocation

Rise with Equities and Shine with Gold & Silver

Arth Equity Gold Asset Allocation

Overview

Stocks & ETFs

At a Glance

Holdings Distribution