• Philosophy: Our investment philosophy is to identify companies which can grow in terms of profitability and cash flows with strong balance sheets where business can surprise the markets over a period of time in terms of delivery of earnings which in turn can lead to rerating of valuations.
• Our primary criteria for stock selection remains ‘Growth at reasonable price”. We are looking for businesses which can grow earnings at a strong pace with free cash generation and available at a reasonable price.

1. Compounders – Essentials characterised of stock picked as compounders are growth, low debt and high free cash flow.
2. Low Churn – Buy and hold onto compounding stocks over the medium to long term.
3. Bottom Up – Business fundamentals and valuations to be primary driver of stock selection.
4. Avoid – Global Commodity companies

Redemption/Switchout/SWP/STP:
1. On or before 30 days from the date of allotment: 0.50%.
2. After 30 days from the date of allotment: NIL.