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.

Key Highlights

Non Model Portfolio

Opportunities Fund investors are not fully invested on the initial day, this structure enables investors to concentrate on crucial allocation decisions, rather than attempting to time the market.

Market Cycle

Opportunities Fund follows a Core & Satellite framework, providing the flexibility to dynamically shift between aggressive and defensive strategies in response to changing market cycles.

Dynamic Allocation

Well-researched, actively managed strategy where the fund managers have the flexibility to shift with the market and the experience to know when to do it.

Strategy Overview

Opportunities Fund's Core & Satellite framework gives them the flexibility to shift between aggressive and defensive positions based on market cycles. When the markets are offering high-quality opportunities, they take a more aggressive stance to chase higher returns. But the moment things start looking shaky, they don’t hesitate to go defensive to protect capital.

Dynamic Portfolio (20-25 stocks) has consistently helped them deliver strong risk-adjusted returns over time.
Opportunities Fund has received the award for ‘Best PMS on 2-year risk-adjusted return’.
Fund Managers personally invest alongside their clients, ensuring shared commitment and alignment of interests in every investment decision.

Performance Snapshot

Updated Monthly

Period	Opportunities Fund	Benchmark (BSE 500)
1 Month	5.50%	4.27%
3 Months	4.80%	3.72%
6 Months	13.88%	8.33%
1 Year	15.22%	5.32%
2 Year	21.85%	19.63%
3 Year	24.86%	16.20%
5 Year	33.20%	21.06%
Since Inception	22.18%	15.52%

Past performance is not indicative of future returns.

TOP 5 Sector Weightage (%)

Updated Quarterly

Market Cap Allocation

Updated Quarterly

Large Cap	47.9%

Mid Cap	21.22%

Small Cap	15.71%

Cash & Cash Equivalent	9.58%

Key Facts

Inception Date: 01 June 2016

Fund Manager: Mr. Sachin Khivasara

Strategy Type: Multi Cap

Minimum Investment: Rs.50 Lakhs

Type: Open Ended Equity Scheme

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Fund Manager

Mr Sachin Khivasara

Sachin Khivasara has over nineteen years of experience in Indian Capital Markets. A Chartered Accountant and a Graduate Cost and Works Accountant, Sachin has worked extensively with leading Investment Managers like Enam Holdings (a large family office) and Reliance Mutual Fund (one of India’s largest mutual funds).

Sachin’s expertise lies in identifying under-researched and mispriced companies which can provide superior returns over medium to long term.

Taxation

Long-Term Capital Gains (LTCG) Sold after 12 months: 12.5% (plus surcharge & cess) on gains above ₹1.25 lakh in a year.

Short-Term Capital Gains (STCG) Sold within 12 months: 20% (plus surcharge & cess)

Dividend: Tax Slab Rate

Risk & Compliance

This product invests predominantly in equities and is subject to market risks.

Past performance is not indicative of future returns.