IA Insight Report
IA Insight REPORT

NUCLEUS

Investment Approach Details

₹83.87

(AUM CR)
   

Ghalla Bhansali Stock Brokers Pvt Ltd

S&P BSE 500 TRI

Equity

Equity

01/06/2024

1.6 Years

5000000

1.75

0

0-2 YEARS-2%

   

1. This plan will make investments in 24-25 stocks

2. Stock selection would be based on companies where we expect revenue to growth between CAGR of 20% Plus.

3. Holding Period of the investments could be upto 4 years and more

4. The portfolio is expected to outperform the benchmarked BSE 500 index.

5. The fund manager may make other tactical decisions and have changes in the allocation in line with the overall objectives of protecting the investors interests

6. The Objective is to invest in apparently undervalued companies which will benefit with the improvement in the economic cycle. Consequently we would expect the portfolio to outperform the benchmarked BSE 500

Fund Manager Details

ROHAN GHALLA

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rohan@ghallabhansali.com

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Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

0.00

NA