To invest in a diversified portfolio of only high-quality companies in Mid Cap.
Selection is based on fundamental and technical parameters using a proprietary artificial intelligence-based algorithm developed over 10 years. Investment Universe is 101 to 500 companies as per market capitalization.
For stocks finally selected in the portfolio, comprehensive valuation analysis is done on return metrics like long term earnings trend and other financial strength of balance sheet, as well as risk metrics like promoter level risk, business growth risk, solvency, and liquidity risk. Low churn is followed with an average holding period of 2 years. No short-term investments, derivatives or leverage and no participation in IPOs, and PSU stocks.
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