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Multi-Stratery Portfolio

The Strategy Objective

The Strategy aims to maximise returns by Active Portfolio Management. The Portfolio Manager will adopt the Value Investing model and reshuffle the portfolio to take advantage of Market Volatility.

The Investment Strategy

  • Invest in Companies / Sectors with promise of growth at fair market value.
  • Active reduction in exposure to Companies / Sectors, leading to profit booking and derisking.
  • Active Asset Allocation calls between Cash & Equity during negative market sentiments.
  • Active trading through Arbitrage, Derivative and using technical trends to maximise returns by ensuring timely entry and exit.

The Portfolio Allocation

  • Large Caps : 0% - 100%.
  • Mid Caps : 0% - 70%.
  • Small Caps : 0% - 30%.

The Sector Allocation

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