Audited track record of investing in Indian public equities

Portfolio Type : Small & Mid cap diversified

Track record : Audited by Chaitanya C. Dalal & Co. , Nariman Point, Mumbai

Period : Mar 2013 to May 2017

Duration : Over 4 years

Annualized Returns : 41%

Gross return : 200%

Benchmark : BSE Small cap Index

Annualized benchmark return : 27%

Alpha created per year : 16%

Portfolio Type : Small & Mid cap Financials

Track record : As Portfolio Manager with SEBI registered PMS firm (License #INP000004656)

Period : May2016 to Mar 2017

Duration : ~1 year

Gross return : 73%

Benchmark : BSE Small cap Index

Annualized benchmark return : 37%

Alpha created during the period : 36%

Portfolio Type : Small & Mid cap diversified

Track record : As Portfolio Manager with SEBI registered PMS firm (License #INP000004656)

Period : Apr2016 to Nov 2016

Duration : Over 8 months

Gross return : 37%

Benchmark : BSE Small cap Index

Gross benchmark return : 15%

Alpha created during the period : 22%

Well baked investment criteria which leads to consistent and low risk wealth creation

Illustration of some of our stocks picks from audited portfolio

Criteria Wimplast Manappuram Finance
Valuation much below fair value

+

 ✓

 

 ✓

 

Contrarian view

+

 ✓

 

 ✓

 

Potential to earn high returns on capital

+

 

 

Growth drivers in place

=

 

 

Re-rating

+

P/E of ~7x to ~35x P/B of ~0.8x to ~2.5x
earnings growth

=

CAGR of ~20% More than doubled
Substantial wealth creation Stock price up ~9 times in last 4 years Stock price up ~3.3 times in last 1 year