AMC :O3 Securities

Strategy: Core Value Strategy - Reg.

Category : Multi Cap

Incep Date :01-05-2019

Investment Objective :

The aim is to invest in a business with improving prospects resulting in a visible change in operating parameters but not yet fully reflected in the company’s P&L and balance sheet.

Investment Description :

a) 15 to 20 stocks in the portfolio b) Maximum of 35% in a single theme c) Minimum 80% portfolio will be constructed over 8-10 weeks, unless market provides an opportunity d) Weightage in a stock will depend on the valuation and earnings growth expected over next 3 years in a company e) Maximum weight in a stock 10% at the time of investment f) Cash is residual

Investment Strategy :

Multicap Portfolio/Market Cap & Benchmark agnostic/Focus on competitive position, measurable quality parameters & entry price of the stock/Philosophy of investing in strong business at reasonable valuations/Significant diversification opportunity for the clients/Regular & Concentrated options.

Scheme Document

Coming soon