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 Services37.44
Healthcare10.83
Chemicals5.62
Construction Materials4.65
FMCG3.91

Market Cap Allocation (%)

Large Cap50.50
Mid Cap20.70
Small Cap21.20
Cash7.60