A multi-cap & flexi-cap strategy focused on long term wealth creation through value stocks and sector agnostic investments.
Objective: The objective of CEP is to Focus on Long Term Wealth Creation. Multi-Cap Universe and Concentrated Portfolio - 25-30 stocks with Effective screener (P-Score) to identify future winners.
Approach: CEP Portfolio is built with the twin objectives of giving the client a set of strong companies that are purchased at prices that are not exorbitantly high. It consists of only Value stocks and sector agnostic stocks. It focuses on Investing when good business is in temporary bad-time and exit when the price goes beyond its worth.
Strategy growth vs Benchmark index (Nifty 50 TRI)
Strategy launched on Jan 07, 2008, demonstrating a robust history of outperformance over a 17+ year horizon.
Disclaimer: Past performance may or may not be sustained in the future. Returns are calculated on a TWRR basis and are not verified by SEBI. Investments are subject to market risks.