Book A Meeting
+91 95616 10108
WhatsApp Us
Book A Meeting
Fund Snapshot
Inception Year: 26th April, 2022
PMS Investment Approach: Alpha Fund
Portfolio Manager: Mr. Ashish Goel
Category: FLEXICAP
| 1st Year | 98.66% |
| 2nd Year | 64.41% |
| 3rd Year | NA |
| 5th Year | NA |
Investment Approach
Invest Savvy Alpha Fund uses a comprehensive investment strategy that includes a detailed analysis of company fundamentals and market trends, extensive data analysis, and close monitoring of global market behaviour and emerging trends across various asset classes, such as equities, commodities, currencies, bonds, and other debt instruments.
The firm believes that companies with compelling business models and strong, competent, and honest management are most likely to succeed in the long term. Once these companies are identified, InvestSavvy uses specific metrics to guide their investment decisions, ensuring a strategic and informed approach to wealth generation.
- Value Investing:
At InvestSavvy, they like to invest in companies that not only show promising growth potential but are also priced fairly. This ensures that the investments have a strong foundation for future success. - Margin of Safety:
InvestSavvy prioritizes safety by seeking out companies whose intrinsic value is more than their current market cap. They conduct thorough evaluations of companies, considering sector trends, financial performance, and direct interactions with management. Their use of discounted cash flow (DCF) valuation provides a clear understanding of the investment’s margin of safety, guiding their decision-making process with precision and insight. - Low Debt:
They typically prefer companies with minimal debt. However, if the debt is mainly for growth-related capital expenditures with a short to a medium-term repayment plan or if the company is undergoing restructuring under new management, we may still consider investing. Our decision hinges on whether we see substantial potential for upside that outweighs any associated risks. - Flexibility in Size:
As a new fund, we look into investing in companies with market caps of a few hundred crores. These companies have the potential to grow if they have a strong story behind them. Unlike big mutual funds, which usually invest in larger companies with market caps over 5000 Cr, we’re flexible and ready to seize opportunities in smaller but promising firms.
Objective of Invest Savvy Alpha Fund
InvestSavvy focuses on providing personalized services based on thorough market analysis and advanced technology. Their aim is to help clients build wealth over time by staying ahead of market trends.
