Grap fund

Submitted by cedgeadmin on Wed, 02/16/2022 - 18:32
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Garp fund

Investment Objective

The fund aims to generate long term capital appreciation by investing in a portfolio of stocks across market capitalization that are well placed to benefit from the India growth story over the next 5 - 8 years and are available at reasonable valuations.

Fund Overview
Category India Equities (Long Only)
Type Open Ended
Suggested Investment Horizon 3 years and above
Fund Style Multi cap with a mid cap bias
Minimum Investment INR 50 lakh
Benchmark S&P BSE 500 (TR)
Investment Style
  • Stocks that fit into the Growth at Reasonable Price (GARP) philosophy
  • Prefer businesses with a long growth runway where the range of outcomes is not too wide
  • Portfolio will have a mid cap bias while having exposure to large caps & small caps as well
  • The benchmark chosen is more representative of portfolio risk than of the actual portfolio construct. Actual portfolio may differ from the benchmark both in sector allocation & stock selection
  • Fund Manager likely to take up to6 months to fully deploy capital into equities
  • While market timing is not an objective, calibrating to market conditions is
Portfolio Construct & Risk Management
  • 18 - 22 stocks likely to constitute the portfolio providing adequate diversification
  • Specific sector exposure limited to 20%
  • Maximum allocation to a single stock at 10%
  • Maximum exposure to a single promoter family at 15%
  • We do not follow a model portfolio approach, portfolios across customers are likely to differ to a considerable extent based on market conditions