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Aditya Birla India Special Opportunities Portfolio

Aditya Birla India Special Opportunities Portfolio

Fund Snapshot

Year of Inception 2018
Number of Stocks 15-25
Investment Horizon Medium Term
Fund Managers Vishal Gajwani and Dhrushil Jhaveri

About Fund Managers

Head of Alternative Investments. Vishal has vast experience studying companies across industries and market capitalizations, with over 12 years of experience in equity analysis and fund management Dhrushil, co-managing the Aditya Birla India Special Opportunities Portfolio also has over 12 years of experience. 

Unique Feature

Invest in stocks with catalysts that can unlock value

Investment Philosophy

  • The portfolio’s investment target is to invest in stocks that are poised to benefit from catalysts as well as secular growth names.
  • The concept is to invest in businesses with solid balance sheets, an established track record of capital allocation, and a high return on capital for a longer period of time.
  • A huge emphasis is laid on fundamental research 
  • Bottom-up approach to stock selection is preferred.