Book A Meeting +91 95616 10108 WhatsApp Us

Fund Snapshot

Invest Now

By submitting the form you authorize AIF & PMS Experts India to call or email you.

About Fund Manager

Pankaj Murarka

Pankaj has over 25 years of experience in Indian Equities with excellent performance track record. He has worked with Motilal Oswal, Rare Enterprise (largest Principal Investor in India), Merrill Lynch & Axis AMC. His last stint was with Axis AMC as CIO, Equities managing and overseeing equity AUM of $ 3bn. Axis AMC emerged as the fastest growing Asset Management Company in India during 5 years from 2011-2016. Pankaj has managed funds across Large Cap/ Mid Cap/ Small Cap with stellar track record of performance across funds.

Several accolades to his credit:

  • Recognized by Outlook Money as a Leading Fund Manager with 5 years of track record of consistent performance in the year 2015
  • Best Fund Manager – Runner-Up for Axis Mid Cap Fund in 2014 by Outlook Money (from over 40 funds)
  • Axis Small Cap Fund – Best performing Small Cap fund in 2014 with 84.3% returns

Investment Philosophy

Growth Biased

Focused on investing in Quality business that can deliver sustainable high growth over medium term to long term. Be selective in cyclical business. Risk Management is central to Investment Management.

Sustainable Quality Growth At Reasonable Price (SQGARP)T

Sustainability

Companies with sustainable and durable business models

Quality

Superior quality businesses as demonstrated by Competitive edge, Pricing power, ROE, FCF. Good quality and competent management teams

Growth

Business that can deliver superior growth over medium to long term

Price

Ability to invest at reasonable valuations. Fair value approach to valuations. Focus on economic value of business.

Risk Management

Mortality Risk

Experienced investment professionals to help limit investment universe to carefully select good quality businesses

Volatility Risk

Monitor overall portfolio volatility and control risk class/sector/stock exposures as needed

Risk Management Strategy

The fund managers will strive to manage the following risks:

Quality Risk

  • Description: Investing in unsustainable/ weak companies
  • Strategy: Experienced investment professionals to help limit investment universe to carefully selected high quality business

Price Risk

  • Description: Overpaying for a company
  • Strategy: Detailed in-house research to enable “Fair Value” based investment recommendations

Management Risk

  • Description: Inability for management to drive growth
  • Strategy: Assess quality of team and their focus on creating shareholder value

Financial Risk

  • Description: Overleverage or dependent on a critical revenue stream
  • Strategy: Monitor overall financial risk and leverage of investee company

Event Risk

  • Description: Risk due to company or sector-specific event
  • Strategy: Effective and timely response to uncertain events enabled through in-depth understanding of businesses

4 Pillars of Investment

  • Philosophy
  • Process
  • People
  • Performance

Investment Process

Investment Universe

Identify companies with sustainable earnings growth potential, credible management & long-term growth prospects

Research Companies

Analyze fundamentals of the company and industry to assess attractive segments within our universe

Stock Selection

Portfolio is constructed bottom-up based on careful analysis and taking advantage of volatility, crisis, or unusual circumstances

Portfolio Management

In order to ensure investment objectives are met, ensure effective governance, active involvement and timely intervention

Stock Selection Process

Size

Business Leadership

Companies with Market Cap >3000cr

Quality

Companies having ROE >15%

FCF positive

Good quality and competent management teams

Growth

PAT growth of 15-20% over next five years

Risk

Reasonable Margin of Safety

Debt/Equity < 0.5

Fund Overview

Renaissance Alpha Portfolio is a Multicap portfolio which focuses on superior absolute returns over the investment horizon of 3–5 years. It’s a low risk, high quality growth portfolio which delivers superior risk adjusted returns over the medium to long term. The portfolio has stringent filters for stock selection. As a result, the portfolio strikes a right balance between risk, growth, quality and valuation thus ensuring healthy alpha generation. Key portfolio attributes are:

  • High Management Quality and Business Leadership
  • Companies with Low Leverage and High ROEs.
  • Superior PAT growth and FCF generation.

Uncover Your Investment Potential with Process-Driven Insights

Our platform is designed to match you with the right AIF and PMS products based on a comprehensive understanding of your risk tolerance, investment horizon, and financial goals. By completing our risk profiler, you'll enable us to recommend investment strategies that align with your objectives. Start your journey towards informed investment decisions and explore the strategies best suited to your financial aspirations.e got you covered.

Call WhatsApp