Investment Focus
We focus on micro, small, and mid-cap Indian stocks over a 3–5 year horizon. Our investment universe consists of companies with strong fundamentals, ethical management, and sustainable competitive advantages.
Portfolio Strategy
Our investment approach is a hybrid of 30% Value (undervalued businesses with catalysts), 30% Growth (scalable models with earnings momentum), and 40% Quality (high ROCE, strong promoters, clean accounting). We maintain a concentrated portfolio of 15-20 high-conviction ideas.
Sell Discipline
We sell only when performance deteriorates, promoters show red flags, or better opportunities arise. Our low turnover approach focuses on compounding wealth through time rather than frequent trading.
Value
Undervalued with catalysts
Growth
Scalable with momentum
Quality
High ROCE, strong promoters
CAGR
Compound Annual Growth Rate
Sharpe Ratio
Risk-adjusted returns
Max Drawdown
Maximum peak-to-trough decline
Volatility
Annualized standard deviation
Total Return
Absolute gains
Alpha
Excess return vs benchmark
Portfolio vs Nifty 50
1 Year Performance
Outperformance
Risk-Adjusted Performance
Sharpe Ratio vs Benchmark
Better risk-adjusted returns
Downside Protection
Max Drawdown vs Market
Lower drawdown
+22.3% total return
Annualized return
Concentrated portfolio
Risk-adjusted returns