NS MULTICAP

A flexible portfolio with judicious mix of large, mid and small cap companies to have the right kind of stability to sail through tough times as well as has the right force to outperform in the long

• Stock selection procedure involving 3 broad process:
  • A combination of fundamental value and quantitative triggers to create a high value portfolio with focus to deliver superior risk adjusted returns on absolute, relative and consistent basis.
  • Principle of “Growth in Value” style of investing & principle of linearity I.e– investing in businesses, where the improvement in fundamentals is linear (gradual) which gives opportunity for valuation multiple expansion, along with earnings growth.

• Strictly based on fundamentals
• If portfolio stocks underperforms to respective benchmark for two consecutive swings and exhibits higher volatility, that stock gets marked for Sell/Review
• Corporate governance issue in the company

• Investors with moderate risk appetite and investment horizon of minimum 3-5 years.