Systematix Dynamic Investment Portfolio


Key Portfolio Attributes

Inception Date:- 01-Apr-2018

Number of Stocks :- Max 20

Fund Manager Name: – Mr. Arpit Agrawal

Fund Manager Experience: Total Experience of more than 20 Years

Fund Manager Qualification:Bachelor’s Degree from Sydenham College of Commerce and Economics and a Chartered Accountant.

Investment Objective

Dynamic Investment Portfolio follows Bottoms up strategy with a bias towards investing in mid sized businesses with a long term value investing approach focussing towards generating absolute returns over 3-5 years.

Portfolio Strategy

Active Management .Concentrated portfolio of not more than 20 stocks . Bottom up stock picking . Moderate to high equity risk profile. Mid-Cap Oriented Strategy

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

imageBook a call with our PMS AIF Specialists

Do Not Simply Invest, Make Informed Decisions

Subscribe To Our Newsletter

Stay informed with our latest updates. Subscribe to our newsletter for exclusive content, news, and valuable insights.