Prudent Equity Growth Strategy
The Prudent Equity growth strategy PMS follows a sector and market cap agnostic strategy which intends to combine growth and value investing to achieve superior risk-adjusted returns over the long term. The strategy seeks to generate alpha by focusing on both capital appreciation and capital protection.
Investment Style
The PMS will follow bottom-up investing style which involves combining growth and value investing for achieving superior risk-adjusted returns.
Investment Universe
The PMS will follow a sector and market cap agnostic approach to identify investments. Hence it consists of diverse companies across different sizes.
Benchmark
The benchmark index with which the performance of the PMS is set to be compared will be S&P BSE 500.
Minimum Investment
As per regulations, the minimum investment amount required from investors in the PMS is Rs.50 lakhs.
Investment Horizon
The advisable time horizon for the strategy is 3- 5 years.
Reporting Standard
The investor will receive log-in credentials using which one can track investments on a daily basis. We also provide periodic portfolio reports to the investors.
Our Partners
The Securities and Exchange Board of India requires Portfolio manager to engage an external fund accountant and custodian to ensure the safekeeping of client securities. We've chosen Nuvama Custodial Services as our custodian, with State Bank of India, HDFC Bank serving as our banking partners.
Prudent Equity Growth Strategy
The Prudent Equity growth strategy PMS follows a sector and market cap agnostic strategy which intends to combine growth and value investing to achieve superior risk-adjusted returns over the long term. The strategy seeks to generate alpha by focusing on both capital appreciation and capital protection.
Investment Style
The PMS will follow bottom-up investing style which involves combining growth and value investing for achieving superior risk-adjusted returns.
Investment Universe
The PMS will follow a sector and market cap agnostic approach to identify investments. Hence it consists of diverse companies across different sizes.
Benchmark
The benchmark index with which the performance of the PMS is set to be compared will be S&P BSE 500.
Minimum Investment
As per regulations, the minimum investment amount required from investors in the PMS is Rs.50 lakhs.
Investment Horizon
The advisable time horizon for the strategy is 3- 5 years.
Reporting Standard
The investor will receive log-in credentials using which one can track investments on a daily basis. We also provide periodic portfolio reports to the investors.
Our Partners
The Securities and Exchange Board of India requires Portfolio manager to engage an external fund accountant and custodian to ensure the safekeeping of client securities. We've chosen Nuvama Custodial Services as our custodian, with State Bank of India, HDFC Bank serving as our banking partners.