Aditya Birla India Special Opportunities Portfolio

Fund Snapshot

Investment Philosophy

• The portfolio’s investment target is to invest in stocks that are poised to benefit from catalysts as well as secular growth names.
• The concept is to invest in businesses with solid balance sheets, an established track record of capital allocation, and a high return on capital for a longer period of time.
• A huge emphasis is laid on fundamental research
• Bottom-up approach to stock selection is preferred.

Unique Feature

Aditya Birla India Special Opportunities portfolio aims to take advantage of market inefficiencies that result in the mispricing of businesses with solid fundamentals. Additionally, it pinpoints macro and micro-level triggers that assist these equities’ rise in value over the next two to three years.

If you want, ideal

Ideal for investors seeking capital growth by purchasing firms well-positioned to gain from macro- and micro-catalysts and names with secular growth.

Minimum Amount of Investment

The minimum investment per individual account is Rs. 50 lacs (or such other amount as decided by the Portfolio Manager at its sole discretion in each case)

Investment Horizon 

Minimum three-year investment horizon

Approach

Companies that are well-positioned to profit from the below-mentioned triggers would be the primary focus:

Small Turnaround (market share gain, new product launch etc.)

macroeconomics / Business cycle change

Management Change sDeleveraging

Demerger

Names with Mid to Large Cap Potential for Secular Growth

Key advantages:

• Investing in businesses with macroeconomic and business cycle changes
• Change in Management Deleveraging
• varied sector exposure in a multi-cap portfolio