Diversified Fund

Diversified Fund investment approach is elucidated below using the 5 aspects we consider while constructing a portfolio: Growth, Quality, Valuation, Risk and Behaviour.

Style revolves around identifying quality businesses, mostly in the mid- and small-cap segments, that are currently undervalued but show strong fundamentals and future potential..

• Goal is to build a portfolio of 15–20 high-conviction names that offer both margin of safety and upside potential.
• Mr. Vijay Bharadia is a seasoned professional known for his expertise in investment management.
• Approach involves a ‘360 degree view’ of each company to determine competitive advantages.