Accelt Long Term Equity Fund NDPMS

Fund Philosophy

The firm’s philosophy is rooted in long-term wealth creation with a “skin in the game” approach. Their core guiding principles include:

• Fiduciary Responsibility: Treating client capital with the same care as their own.

• Fundamental Focus: A deep emphasis on identifying high-quality businesses within the Indian equity market.

• Integrity and Transparency: Maintaining high standards of accountability and clear communication regarding investment choices.

• Long-Term Orientation: Prioritizing structural growth over short-term market noise.

Investment Method

Accelt employs a disciplined, research-driven methodology to manage its portfolios. Their primary investment approach is encapsulated in their flagship strategy:

Accelt Long Term Equity Fund

• Category: Flexicap (investing across large, mid, and small-cap stocks based on opportunity).

• Benchmark: S&P BSE 500 TRI.

• Methodology:

  • Stock Selection: A blend of systematic quantitative analysis and deep fundamental research.

  • Bottom-Up Approach: Selecting individual companies based on their business strength, management quality, and valuation rather than making broad sectoral bets.

  • Portfolio Construction: Focuses on a concentrated or semi-concentrated portfolio (typically 15-25 stocks) to ensure high-conviction ideas drive performance.

  • Risk Management: Emphasizes “margin of safety” to protect capital during market downturns while participating in growth cycles.