High conviction ideas largely identified with the objective of creating alpha over the medium-term
Investment Rationale
This portfolio is a high-beta play on a combination of global liquidity and fundamentals of Indian stock markets, relative to its emerging market peers. We remain highly convinced of pent up demand and unspent consumer savings globally to drive corporate earnings and thus continue to rerate equity markets! The best is yet to come
Performance
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About the Manager
Understand smallcase costs and returns
Min. Amount
₹ 97,656
Minimum Investment Amount
It is the least amount required to invest in all stocks of this smallcase as per the weights
