sbi growth with values - top pms in india...as one of our research process, pms bazaar team has...
Post on 30-Sep-2020
2 Views
Preview:
TRANSCRIPT
Get PMS Advice: +91 9884088886 www.pmsbazaar.com
SBI Growth With Values
Strategies Investment Objective :
Investment objective of SBI Growth with Values portfolio is to generate long-term capital growth through investment in well-researched stocks.
Portfolio Attributes :
Investing in companies meeting positive standards of Environmental, Social, Governance responsibility. Will focus on niche businesses having conducive universe for multi-fold growth with longevity. Invest in companies which are disproportionately high beneficiaries of Economic Growth
Portfolio Positioning
HIGH CONVICTION: Invest in businesses which benefit disproportionately by underlying economic growth, present in universe conducive for multi-fold growth. Expected to grow at high double digit in next 3-4 years and be out-performer to the underlying sector.
Dear Investors,
As one of our research process, PMS Bazaar team has recently visited SBI Fund House to analyse their PMS strategy - “SBI GROWTH WITH VALUES”. Below are the take away on SBI Growth with values PMS
Fund Manager : Ms. Aparna Shanker
Industry experience: 25 years
Aparna joined SBIFM in 2007 as a research analyst and was subsequently promoted as a Portfolio Manager.
Prior to joining SBIFM, Aparna was a research analyst with Sahara Asset Management and Birla Global Finance for four years. Aparna started her career in 1989 with UTI Asset Management. She had been associated with the investment and fund management team of UTI for over 11 years. Aparna is a Science graduate and also a graduate in general law from Mumbai University. She also holds a Masters degree in Finance and a post graduate diploma in Treasury & Forex Management from ICFAI University.
From L to R (Ms.Aparna Shanker – Fund manager, Daniel GM & Pallavarajan R, founders PMS Bazaar)
Get PMS Advice: +91 9884088886 www.pmsbazaar.com
GOOD CORPORATE GOVERNANCE : Respecting the interests of all stakeholders
SOCIAL RESPONSIBILITY : Company’s dealing with employees, customers and communities are cordial
ENVIRONMENT FRIENDLY : Avoid Environment destructing businesses
SBI GROWTH WITH VALUES STOCK SELECTION PROCESS
STEP 1 : Qualitative Factors
STEP 2 : External Analysis
STEP 4 : Investment Thesis
STEP 5 : Investment Decision
STEP 3 : Quantitative Factors
Analysis of business model
Geo-Politics and its impact on business
Derive Quality Scorewith input of ROE, ROIC, Earnings Risk and Debt repayment capabilities
Financial analysis of last 5 years
Market cap bucket fit
Impact of Macro-economic variables on the business model
Channel checks Building investment thesis
Stock weight allocation based on degree of conviction
Company analysis based on factors including Porter’s Five Factors
Management Meetings
Valuation model Entry and exit points
Sell-side research interaction
Work place /Plant visits
Target price Dissemination of new information
SBI GROWTH WITH VALUES PERFORMANCE & ALLOCATIONS
AMC Category Strategy Name 3 Months 6 Months 1 Year Since Inception Inception Date
SBI Multi Cap Growth With Values 0.27% -0.75% 20.08% 14.78% 11-Jul-16
* Above data are as on 31st MAY 2018. * Above 1 year returns are in CAGR
Get PMS Advice: +91 9884088886 www.pmsbazaar.com
WEBINARKeynote Speaker
Ms.APARNA SHANKERFund Manager - SBI PMS
SBI Funds Management Pvt. Ltd.
MARK THE DATE & TIME
4pm to 5pmJUNE30 th
2018
To know more on the product, We have scheduled a live webinar with Ms. Aparna Shanker on 30th June 2018.Register your self to confirm the same
“ SBI Growth with Values " strategy has strong stock selection process to construct portfolio. We strongly believe "SBI Growth with Values" strategy will suit investors with moderate risk appetite and with investment horizon of 3+ years.
Register Now
top related