About Company
Fund Snapshot
| Tenure of the Fund: | 5 yrs + up to 2 yrs |
| Lock in (from final closing): | 18 months |
| Exit Load: | 18 – 24months – 3%, 24 – 36months – 2%, 36 – 48months – 1%, Nil thereafter |
| Commitment period: | 12 months from final closing |
| Initial drawdown: | 30% of capital commitment for non-SIP class |
| Final closing: | 12 months from initial closing |
| Number of Stocks: | 15-20 |
M-Q-G-L-P Investment Philosophy
Investment Framework
Technology Enablers
- India’s IT exports at USD 150 Bn+ > Saudi’s Oil Exports
- Impact of Covid – Digital enablement is the need of the hour
- Talent Pool – Unparalleled IT engineer pool of 45 lakh which is expected to go to ~100 lakh
- India Cost advantage continues to sustain – Boston to Bengaluru
Platform Companies
- B2C Stack Established: India’s stack is unique – Cheap Data + Free payment rail (UPI) + Aadhar
- B2B Stack Emerging GST + OCEN (Open Credit Enablement Network) + ONDC (Open Network for Digital Commerce)
- India not a big horizontally integrated market yet – Likes of Amazon, Flipkart are still a small part of overall consumption pie
- Digital Rupee – Power of Programmability
Why Now?
- Investing in tomorrow’s leaders by focusing on companies in the midst of the economic cycle: High Growth Prospects
- Mid-cap stocks have typically outperformed others over time. In the long term, the mid-cap category has outperformed the large-cap and small-cap segments.
- 5 Year Rolling Return Comparison: The present alpha levels of Nifty Midcap 150 above Nifty 100 are still at 3%, but mean reversion could push it up to 7%.
- There is still plenty of room for growth in the Nifty Midcap100 vs the Nifty50. The Nifty Midcap 100/Nifty 50 ratio is a strong signal for investing in mid-cap stocks. The Mid Cap ratio peaked at 2.0 in 2018, and current levels imply that there is still opportunity for mid-cap growth, given that the trend line has been expanding over time.
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Mr. Rakesh Tarway
Rich Experience: He has 18 years of expertise in the stock markets, with a focus on discovering and developing small and midcap enterprises. Positions Held: He formerly worked at Motilal Oswal Securities and Reliance Securities as the Head of Midcap Research. Track Record: Managing the ‘Motilal Oswal Focused Midcap Strategy successfully Since its debut, PMS has consistently outperformed the benchmark. Academic Background: Rakesh graduated from Mumbai’s Jamnalal Bajaj Institute of Management Studies (JBIMS) with a Masters in Management Studies (MMS).
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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.