IA Insight Report
IA Insight REPORT

SEERS DECADE OF INDIA

Investment Approach Details

₹19.98

(AUM CR)
   

Seers Fund Management Pvt. Ltd.

Nifty 50 TRI

Equity

Equity

22/08/2024

2 Months

10000000

AMC : 2.5%

Hurdle : 6% Profit Sharing : 20%

1st Year : 0% 2nd Year : 0% 3rd Year : 0%

   

The investment objective of the investment approach/strategy is to achieve long-term capital appreciation. It seeks to accomplish this objective by investing primarily in the common stocks of fundamentally solid companies run by able managers and selling at a substantial discount to the Company's estimated intrinsic value.
The "Seers Decade of India " aims to leverage India's growth potential over the next decade through a disciplined investment approach integrating value and growth investing principles. By focusing on sectors driving economic expansion, adhering to rigorous fundamental analysis, and emphasizing sustainability and governance, the fund seeks to deliver long-term capital appreciation while managing risks inherent to investing in emerging markets like India.
The strategy aims to capitalize on India's potential as a growing economy and emerging market powerhouse over the next decade.
The strategy adopts a long-term, value-oriented approach, like traditional value investing principles, explicitly tailored to the Indian market context.
This strategy combines the principles of value investing (buying undervalued assets) and growth investing (seeking companies with solid growth potential).
Strategyâ??s Core Themes are identifying sectors and companies poised to benefit from India's economic growth trajectory, leveraging India's youthful population and rising middle class as drivers of consumption and economic expansion, investing in companies that stand to gain from ongoing structural reforms to improve business environments, governance, and infrastructure development; seeking opportunities in companies well-positioned to capitalize on international trade dynamics and India's increasing integration into the global economy; emphasis on companies leveraging India's technology and digital transformation strength, investments in infrastructure sectors like transportation, energy, and urban development, exposure to consumer discretionary and staple sectors driven by increasing disposable incomes and consumption patterns, emphasizing stocks trading below their intrinsic value relative to growth prospects and earnings potential and focusing on companies with strong management teams, robust governance practices, and solid financial health.
The strategy will invest primarily in companies in the small-cap and mid-cap market capitalization spectrum. However, if some attractive company in large cap comes forward, it might be picked up.

Fund Manager Details

CHANDER BHATIA

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25.00 years

chanderbhatia@seerspms.com

NA

NA

RAJESH SETH

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23.00 years

rajeshseth@seerspms.com

NA

NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

0.27

NA