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Managed by Mr. Hriday Shah at 360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) — The portfolio manager's objective is to generate long term capital appreciation by investing in up to 30 companies with long term sustainable competitive advantage and growth potential. The portfolio shall be invested…
Investment approach vs Nifty 50 TRI. Figures >1 year are annualised. Official figures, updated monthly.
The portfolio manager's objective is to generate long term capital appreciation by investing in up to 30 companies with long term sustainable competitive advantage and growth potential. The portfolio shall be invested in companies across Large, Mid and Small Caps. While the portfolio manager shall endeavor to maintain a Large Cap bias across portfolios, the actual market cap exposures shall be subject to market cycles and client specific portfolio risk appetite.Ensure a rational and risk-controlled approach to investing. The Portfolio Manager studies and monitors key macro-economic variables over multiple market cycles to identify sectors with strong business outlook. Invest in companies with good corporate governance supported by strong financial track record which reflects true and sustainable earnings growth. The Client retains full discretion to invest or not invest in securities recommended by the portfolio manager.
he is the strategy manager of the investment approach
Disclaimer: Some data fields may appear blank because the respective Portfolio Manager has not updated or submitted the information to the APMI database. The information presented is based on the latest data available through the APMI API and is subject to updates by the respective Portfolio Managers.