Investment Objective


The objective of Emkay L.E.A.D. (Leadership. Excellence. Ambition. Discipline.) portfolio is to achieve long term capital appreciation by predominantly investing in large and mid-cap high-growth companies with a leadership trait in their sector along with a wide economic moat, quality management, and reasonable valuations.

Investment Framework


Investment Theme


L.E.A.D. invests across sectors and companies ( not exceeding 15 stocks) which are slated to benefit from :

Value Migration

The framework tries to identify industries where value migration is underway and helps pick potential winners early in the investment cycle.

Growth in Domestic Consumption

Companies that have the potential to benefit from the growth in GDP and the attendant impact on domestic consumption-driven sectors.

The portfolio aims to achieve diversification across industries and companies for effective risk management. Its earnings growth and quality filters keep out low-quality, high-risk companies, to minimise portfolio risk. The fund managers employ the smart alpha approach to create an equi-weighted portfolio, thereby eliminating ‘allocation bias’.

Sector Allocation | Stocks | Performance


*As on 30th June 2021

 

TOP 5 STOCKS
Aarti Industries Ltd. 9.3%
Bajaj Finance Ltd. 8.8%
Infosys Ltd. 7.9%
Divi’s Laboratories Ltd. 7.3%
HCL Technologies Ltd. 6.4%

 

*As on 30th June 2021

Since inception December 2018, the Emkay L.E.A.D. portfolio, by virtue of its Smart Alpha approach has consistently outperformed the Nifty 200 (its benchmark index) by a CAGR of 17.4% returns (Model Portfolio) and 14% (TWRR).

Performance Update


*As on 30th June 2021
Since Inception
Model Portfolio 17.4
TWRR 14.0
Nifty 200 15.7
Outperformance (Model v/s Benchmark) 1.7
Outperformance (TWRR v/s Benchmark) -1.7

 

*As on 30th June 2021

Get the Emkay L.E.A.D. Presentation On Your Mail

Get the Emkay L.E.A.D. Presentation On Your Mail

Click Here

To know more about Emkay L.E.A.D portfolio and to receive the latest market outlook and guidance, talk to an Investment Counsellor.

Speak to an Expert