Opportunities Fund
Opportunities Fund aim is to generate superior cross cycle equity returns on a long term basis by optimizing portfolio based on market conditions.
Core & Satellite framework allows us to adopt as “Aggressive stance” when we intend to generate superior returns, and adopt a “Defensive stance” when we want to protect capital.
- Mr. Sachin Khivasara has over 24 years of equity research and investing experience, also an associate member of the Institute of Chartered Accountants of India.
- Fund has received the award for ‘Best PMS on 2-year risk-adjusted return’
- Fund Managers Co-Invest with the clients.
Past Performance

Top Sector Holding (%)
| Financial Services | 37.44 |
| Healthcare | 10.83 |
| Chemicals | 5.62 |
| Construction Materials | 4.65 |
| FMCG | 3.91 |
Market Cap Allocation (%)
| Large Cap | 50.50 |
| Mid Cap | 20.70 |
| Small Cap | 21.20 |
| Cash | 7.60 |
