IA Insight Report
IA Insight REPORT

India Portfolio Builder

Investment Approach Details

₹6.98

(AUM CR)
   

JHP Securities Private Limited

S&P BSE 500 TRI

Equity

Equity

01/01/2016

8.4 Years

5000000

NA

Hurdle : 9% Profit sharing : 25%

NA

   

Astute market observers the world over see India as one of the bright spots on the global economic landscape. The India Growth Story is at an infant stage and promises to be a long-term sustainable theme. It is a unique opportunity to own a basket of top-quality stocks at attractive valuations has arisen.
India Portfolio Builder is designed to be a diverse Investment Approach with composition of solid large and mid-sized companies with attractive long-term potential. For thinking participants desirous of owning a �??�?�¢??core�??�?�¢?? portfolio of robust companies, now is a good time as any to opt for this Investment Apporach.
The objective of the Investment Approach is to generate superior returns over the long term by investing in promising leaders existing and emerging from the large cap and mid cap universe. This investment approach is appropriate for judicious participants seeking quality returns albeit with a lower appetite for risk. The portfolio manager will employ both the �??�?�¢??value�??�?�¢?? and �??�?�¢??growth�??�?�¢?? styles to stock selection.
The key intent is to own a selection of structurally strong companies (best-of-breed) with long-term potential from across sectors.

Fund Manager Details

Milind Pankaj Patel

No Image

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milindp@jhpsecurities.com

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NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

0.00

0.02