Fund Snapshot

Year of Inception
Number of Stocks
Investment Horizon
Fund Managers

About Fund Managers

Mr Sandeep Jain took charge as Chief Portfolio Manager at Prabhudas Lilladher PMS in November 2020. He has more than 27 years of experience in wealth management. Before this position, he was the MD and CIO at IndiaNivesh Investment Managers.

Unique Feature

Long Term wealth creation strategy with focus on capital allocation and top management of companies

Investment Philosophy

  • Long-term wealth creation opportunities are emphasised by the PRABHUDAS LILLADHER Fortune portfolio. This strategy allocates capital across a variety of businesses, including sectors with strong brand franchises.
  • This strategy seeks to acquire businesses in the early stages of growth or on the verge of a significant turnaround due to a favourable business environment.
  • Other characteristics PRABHUDAS LILLADHER Fortune considers before selecting a stock include management that adheres to high standards of corporate governance, businesses with strong growth opportunities, and clean balance sheets.