OVERVIEW
INDIA EQUITY FUND

The portfolio is designed for Investors seeking secularly advantaged, concentrated, high-alpha approach to growth.

India Equity’s Portfolio typically invests across cap curves targeting companies those exhibit secular growth characteristics, sustainable competitive advantages and reasonable valuations based on our analysis of fair value. The objective of the portfolio is to generate capital appreciation by investing in concentrated set of high conviction stocks.



CRITERIA FOR STOCK SELECTION
  • 5 quantitative factors and 2 qualitative factors are used for stock selection.

  • Portfolio will not consist of more than 10 stocks



QUANTITATIVE FACTORS
  • High return ratios

  • Minimum leverage

  • Domestic business

  • Capital light

  • High operating leverage


QUALITATIVE FACTORS
  • Identifying managements that have generally kept in mind and have acted in the interest of minority shareholders, do not frequent capital markets (for raising funds), have been rational in their decisions


  • Strong brands and strong market position: Brand pull will enable companies to pass on higher raw material costs to consumers.  Brand pull will also ensure that consumers continue to purchase the products with their reduced purchasing power in a high inflationary environment

Wealth Architecture - Jain Investment Advisors Pvt. Ltd.

04

Location India, Dubai, Canada, Singapore

08

strong registered funds

45

registered advisors

100+

HNI Investors

240

asset under management