IA Insight Report
IA Insight REPORT

Incredible India

Investment Approach Details

₹107.17

(AUM CR)
   

JHP Securities Private Limited

S&P BSE 500 TRI

Equity

Equity

04/07/2016

8.4 Years

5000000

NA

NA

NA

   

The investment objective of the Investment Approach is to seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Incredible India Portfolio is focused on long-term growth in revenue and absolute profit. The Investment Approach is suitable for investors who understand that equity investments are ideal investments only for the long-term and for whom �??�?�¢??long-term�??�?�¢?? means a minimum period of three to five years.
The key intent is to buy securities at a discount to intrinsic value which will help to create value for investors. The Investment Approach will seek to generate alpha by investing in such value stocks, most likely to be found in the mid-cap and small-cap market spaces. Small and mid cap stocks will account for 60 �??�?�¢?? 70% of the portfolio while large caps will account for the remaining.
Alpha is the measure of performance with respect to the performance of the index against which the Portfolio is benchmarked. Incredible India Investment Approach aims to outperform the benchmark by achieving 18 �??�?�¢?? 25 % p.a. over a longer period of time.

Fund Manager Details

Milind Pankaj Patel

 No Image

NA

milindp@jhpsecurities.com

NA

NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

0.06

0.80