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| Factsheet » June 2016 |
| No new names entered into or old names exited from the portfolio. Our top three holdings are... Alphabet (11.82%), Maharashtra Scooters (8.04%) and HDFC Bank (6.70%).The top 10 equity holdings comprise 56.90% of the core portfolio. These include two stocks listed overseas, viz. Google and UPS. Banks, 'Internet & technology', and 'Auto Ancillaries' make up the top three sectors, comprising 37.54% of the portfolio. |
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| Don’t mess with the public - Lessons from Valeant Pharmaceuticals |
| Presentation by Rajeev Thakkar at the Financial Opportunities Forum held on June 23, 2016 |
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| Valeant pharmaceuticals was a darling of the Pharmaceuticals space in the U.S and Canada. It's model seemed flawless with it focusing on acquiring products and companies and demonstrating pricing power. |
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| Around the Blog and Media |
| Articles, blog posts, interviews in the media from last month. |
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| Historiography – A great tool for investors |
| Raunak Onkar speaks about curating different sources of info & have multiple viewpoints before making an investment. |
| Read More → |
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| Blindly buying ‘blue-chip’ stocks may harm you |
| Article by Jayant Pai in Afternoon DC, June 27, 2016 |
| Read More → |
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| Should young earners take their parents’ advice while investing? |
| Article by Jayant Pai in The Economic Times, June 20, 2016 |
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| Investment opportunities exist, but will take time to play out |
| Rajeev Thakkar's interview by The Economic Times, June 13, 2016 |
| Read More → |
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| Eternal vigilance is the price of convenience |
| Article by Jayant Pai in Afternoon DC, June 20, 2016 |
| Read More → |
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| MFs: Sifting through the paradox of plenty |
| Article by Neil Parikh in Deccan herald, June 13, 2016 |
| Read More → |
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| If you are looking long-term, volatality can be a friend |
| Rajeev Thakkar's interview by The Economic Times June 28, 2016 |
| Read More → |
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| What the public wants, the public will get |
| Mr. Rajeev Thakkar's article appeared in the Livemint, June 9, 2016 |
| Read More → |
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| Riskometer |
 This product is suitable for investors who are seeking*
The investment objective of the Scheme is to seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities, foreign equities and related instruments and debt securities.
Investors should consult their financial advisers if in doubt about whether this scheme is suitable for them.
Download SID/SAI and KIM here.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. |
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