IA Insight Report
IA Insight REPORT

India Resurgent III

Investment Approach Details

₹13.16

(AUM CR)
   

J M Financial Ltd

S&P BSE 500 TRI

Equity

Equity

04/03/2015

9.1 Years

5000000

NA

NA

NA

   

The investment objective of this Investment Approach is to generate long term capital
appreciation by following broad based portfolio investment strategy, where the
Portfolio Manager will focus on investing in listed equity shares of Indian companies
and equity related instruments/units of the Exchange Traded Funds (â??ETFsâ??). The aim
is to focus on bottom up stock picking across the sectors and generate compounding
over the longer term. The emphasis will be investing in those companies that are
predominantly Mid-cap and select Large & Small Cap shares (Upto 35% of the
Portfolio) with high growth opportunities across industries and across market
capitalizations. Broadly the investment strategy of this Investment Approach will be
to adopt a more dynamic style of investment to take advantage of growth opportunities
for companies focused on domestic and/or international markets. The focus will be on
the sectors and companies that could benefit due to structural reforms, government
thrust, resurgent in demand, benefiting out of R&D, new products and/or related
diversification or renewed thrust by the management and avoid sectors that could
experience prolonged pain or take time to come out of stress, unless available at
significant discount to intrinsic value. The investment will seek to achieve
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diversification across companies and sectors. The endeavour will be to hold around
shares of 20 listed companies and/or units of the ETFs in the Portfolio to provide some
diversification. The Portfolio Manager may also consider investing in any initial public
offerings of equity share of any company. The indicative tenure or investment horizon
of the Investment Approach will be long-term time horizon (3-5years). The Portfolio
Manager may invest in derivatives and/or related instruments only to hedge or rebalance the Portfolio. Subject to the Regulations and the applicable guidelines, the
Portfolio Manager may engage in Securities Lending activities. While investment
decision of the Portfolio Manager may be guided by the above perceptions, the same
are indicative in nature. The Portfolio Manager retains the flexibility to change the
investment strategy from time to time, keeping in view market conditions, market
opportunities, and political and economic factors.

Fund Manager Details

NIRAV GANDHI

 No Image

NA

Nirav.Gandhi@jmfl.com

NA

NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

0.17

1.22