Investment Process

With increasing awareness levels, investors have started realizing the superiority of equity over other asset classes and of ideal mutual fund portfolios that route through money market funds over direct equity. But the results have been far from what it could have been.

Sector Rotation, Size Rotation:

Investment Philosophy

Investment decisions are made by investors for future based on historical data. There is inherent lacunae to it leading to under performance by almost 1/3rd of the schemes on a yearly basis and by almost all over five years.The fund managers need to be tested for their capabilities in terms of superiority and consistency. As each scheme is just an indirect way of taking exposure in stocks, it is always safer to diversify ones investment across fund managers having relative strengths in various components of the markets - size, sector, theme, valuation etc.

As one of the leading fund management companies, we are always committed to reaping better returns on investments for our clients and thereby, offer strategically created ideal mutual fund portfolios to them, wherein several mutual fund portfolio samples in India are put together for helping the clients to build their own portfolios on the basis of financial goals and preferences.

Investment Objective

This fund aims at generating superior return over Nifty on a sustainable risk adjusted basis through a robustresearch model which is futuristic in nature even though the reference data are historical. The focus is to identifythe top rated schemes of tomorrow than of the past. It is done with the application of a comprehensive processwherein price action of each scheme is tracked vis-a-vis benchmarks and peers based on rolling NAVs overdifferent time frames. The absolute and relative outperformance (Alpha)is then reviewed against the qualityparameters, like allocation, selection and balance of the scheme and over all portfolio in terms of various marketcomponents.

Investment Process/Strategy

A comprehensive 3 stage 13 filtration process is applied to arrive at right investment products and advisory.

Know your Portfolio Risk Measures: Your Portfolio quality is higher even if your steadier returns.

Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve its objectives. Any forward-looking information and/or opinions contained in this document are based on the market information available at the time of publication and are subject to a number of known and unknown risks, uncertainties, assumptions as to future events and other factors that could cause the actual results to differ materially from those implied by the information set forth herein. This information is confidential and is intended for only the person or entity to whom it was sent and in no circumstances may this material be shown, copied, transmitted, or otherwise given to any person other than the authorized recipient. The sector allocations and holdings shown are based on the strategy's model portfolio. The holdings shown do not represent all of the securities purchased, sold or recommended for any particular advisory client and in the aggregate may represent only a small percentage of an account's portfolio holdings. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic and individual company considerations. Securities are shown for illustrative purposes only and are not a solicitation to buy or sell any particular security or invest in a particular sector. Narnolia Velox may act as either a discretionary investment manager or a non-discretionary model provider in a variety of separately managed accounts. Any performance information included herein represents the performance achieved by Narnolia Velox as a discretionary investment manager with trade implementation responsibility for accounts included in a performance.