Prosperity Wealth Management Private Limited
Nifty 50 TRI
Equity
15/09/2026
1 Months
5000000
NA
The fund may utilise derivatives to hedge downside risks when adverse market conditions are anticipated in the near future.The fund follows a â??High Alpha, Low Betaâ?? investment framework, aiming to generate superior long-term returns over the benchmark while taking relatively lower market risk.Individual company exposure is capped at 12.5% at cost, while exposure to any single sector is held to a maximum of 35% of the overall portfolio. Capital is allocated across diverse sectors including finacial services, infrastructure, auto & auto ancillaries, pharmaceuticals, FMCG, information & technology, services, manufacturing & capital goods and others.This fund is ideal for investors who are new entrants to the equity markets and are looking for an investment avenue to beat Bond/FD returns over the long-run (5+ years).As the fund primarily invests in large cap companies it is relatively less volatile than sector/ theme oriented funds or Small-cap/ multi-cap funds making it suitable for conservative equity investors. The investment framework evaluates multiple factors including quality of management, competitive moat, earnings growth visibility, capital efficiency, balance sheet strength, cash flow generation, and valuation comfort relative to long-term growth potential.
Work Exp. NA
Email ID vasudev@pwm-india.com
Mobile No NA
Details NA