The Fund delivered 11.5% in July viz-a-viz benchmark (BSE TRI) of 4.4% thus generating an alpha of 7.0%. This is primarily due to bottom-up stock selection and sizing the high conviction stocks 9 stocks in the portfolio have generated returns ranging from 100-300 percent in the portfolio.
Why Indians need active portfolio management to create real wealth
Recent analysis of over 400,000 mutual fund portfolios reveals that 65% fail to meet their benchmarks, causing long-term wealth erosion, especially for High Net-Worth Individuals
January 19, 2025