Long Term Focus Portfolio

The Strategy Objective

The Strategy aims to deliver superior long term wealth creation by way of the effect of compounding, with investments in good businesses run by great business managers.

The Investment Strategy

• Value based stock selection.
• "Buy and Hold" Investment approach.
• Focussed strategy for portfolio construction.
• Emphasis on capital preservation.
• Disciplined investin with strict Stop-Loss.

The Portfolio Allocation

• Large Caps : 0% - 100%.
• Mid / Small Caps : 0% - 35%.

The Sector Allocation

Maximum of 25% in a sector and not more than 10% in a single scrip.