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Next Trillion Dollar Opportunity

Aiming to deliver superior returns by investing in stocks from sectors that can deeply benefit from the Next Trillion Dollar GDP growth in India.

Portfolio CAGR (SI)
13.96%
Since Inception Return
Inception Date
03 Aug 2007
Benchmark
BSE 500 TRI
Investment Style
QGLP Framework
No of Holdings
32 stocks
Strategy Type
Equity Open-Ended
Horizon
3+ Years

Investment Philosophy

India Growth Story

Capitalizing on India's GDP growth transitioning from one trillion to the next multi-trillion milestones.

High Growth Winners

Focuses predominantly on Small and Mid Cap companies to identify potential high-growth winners.

QGLP Framework

Proprietary Quality, Growth, Longevity & Price framework to select robust businesses.

Target ROE

Targets companies likely to earn 20-25% Return on Equity (ROE) over a long-term horizon.

Growth of Investment Value

Over Time (Rebased to 100)

SI Return
13.96%
Benchmark
11.53%

Consistent outperformance of +2.43% CAGR over the benchmark across a very long track record.

CAGR Basis

Market Cap Exposure

MixMarket Cap
Mid Cap
38.7%
Large Cap
30.5%
Small Cap
29.8%

Sector Exposure

Top Sector: Financials
Financial Services30.93%
Capital Goods22.76%
Consumer Durables7.45%
Realty6.15%
IT5.75%
Metals & Mining5.72%
Healthcare5.71%
Auto Components4.21%
Consumer Services2.88%

Portfolio Controls

10%
Max Scrip Weight
Maximum 10% in a single stock at the time of new ideation.
35%
Max Sector Limit
Strict adherence to a 35% cap per sector.

Top 10 Holdings

1
Piramal Finance Ltd.
6.16%
2
IDFC First Bank Ltd.
5.13%
3
Aditya Birla Capital Ltd.
4.99%
4
Kalyan Jewellers India Ltd.
4.33%
5
Multi Commodity Exchange of India Ltd.
4.14%
6
Coforge Ltd.
3.93%
7
Ujjivan Small Finance Bank Ltd.
3.82%
8
Cummins India Ltd.
3.63%
9
CG Power and Industrial Solutions Ltd.
3.54%
10
Inox Wind Ltd.
3.42%

Disclaimer: Past performance may or may not be sustained in the future. Returns are calculated on a Time-Weighted Rate of Return (TWRR) basis. Investments are subject to market risks.