Shift Strategy

SHIFT Strategy is a long-only, multi-cap thematic strategy designed to capture two structural decadal shifts presenting large wealth creation opportunities in Tech evolution empowered by digital & SAAS platform & Manufacturing led by a conducive regulatory and global environment (China +1 and Atma Nirbhar).

Key Highlights

Focused Portfolio

20-25 high conviction holdings selected through rigorous bottom-up research and structural thesis.

Disciplined Process

Blend of quantitative screening and fundamental analysis; clear entry & exit rules to manage downside.

Dynamic Allocation

Tactical sector shifts to capture macro rotations while preserving core convictions for compounding.

Strategy Overview

The Shift Strategy aims to identify early signs of leadership rotation across Indian sectors and companies. Through a disciplined framework combining top-down signals and bottom-up analysis, the strategy attempts to position the portfolio ahead of consensus while protecting capital through risk controls.

Concentrated holdings (20-25) emphasizing quality and cash generation.
Tactical sector shifts guided by valuation and macro indicators.
Robust risk-management: position sizing, stop-loss framework and ongoing monitoring.

Performance Snapshot

Updated Monthly

Period	Shift Strategy	Benchmark (BSE 500)
1 Month	2.21%	4.27%
3 Months	0.29%	3.72%
6 Months	13.79%	8.33%
1 Year	0.57%	5.33%
2 Year	23.53%	19.61%
3 Year	30.61%	16.19%
5 Year	36.11%	21.05%
Since Inception	35.52%	20.90%

Past performance is not indicative of future returns.

TOP 5 Sector Weightage (%)

Updated Quarterly

Market Cap Allocation

Updated Quarterly

Large Cap	13.36%

Mid Cap	26.83%

Small Cap	58.52%

Cash & Cash Equivalent	1.29%

Key Facts

Inception Date: 06 October 2020

Fund Manager: Mr. Kunal Shah

Strategy Type: Multi Cap

Minimum Investment: Rs.50 Lakhs

Type: Open Ended Equity Scheme

INVEST NOW

Fund Manager

Mr Kunal Shah

Kunal Shah has overall 12 years of professional experience and is a part of Fund management team & Investment Committee, he is a Chartered Accountant with All India Rank.

Kunal's experience in research spans across sectors like Banking, Insurance, Consumer, Auto, Capital Goods, Chemicals, Pharma etc. He is passionate about reading & understanding various businesses across market caps.

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.