Think Investment, Think Portfolio

The strategy is a large-cap oriented quant based strategy overlay by fund manager, which creates unique portfolio for the day for investment & has pre-defined rules for purchases /switches.

Fund Type:Fundamental PMS

Min. Investment:Rs 25 Lakhs

Core Strategy:Large-cap oriented with quant based strategy
Benchmark Index:NSE NIFTY

Charges: AMC 1% of corpus (Chargeable Quarterly)
Profit Sharing - NIL
Brokerage & Statutory Costs Delivery : 0.50% and other statutory levies
No lock-in

I'm Interested

INVESTMENT STRATEGY

Balanced Portfolio

Long only Balanced and concentrated portfolio

Quant based strategy

Quant based model is used to select stocks

Actively monitored

Your investments are fully invested at all times and actively monitored

RESEARCH PROCESS

Large Caps

Market capitalization at the time of investment should be greater than Rs.10,000 crores.

Opportunities of the day

Identify stocks on the day of investment via proprietary Model based on Automated Decision making system

Assets Allocation

0-100% in Equity stocks and excess cash balance if any, may be invested in mutual funds.

Power portfolio is an in-house PMS product of Sharekhan