An investment approach that invests in companies that are emerging as leaders in the digital era by being at the forefront of innovation and technology implementation in their respective sectors.
|Indicative portfolio constituents: Generally 80% by portfolio weight in companies that are||Representative sectors*|
|Investing in new technologies like AI, Blockchain, Machine Learning, Augmented Reality (AR)/ Virtual Reality (VR)||IT Services, Communication Services, Media, New-age|
|Delivering world-class customer experience through new channels||New-age, Consumer, Financials, Healthcare|
|Enabling ‘Digital India’ and developing products for the digital ecosystem||New-age, Financials, Industrials|
|Spearheading R&D in their respective sectors||Pharma, Chemicals, Auto|
|Adding strong automation capabilities||IT Services, Industrials|
|Leaders in adopting technology in their businesses||All sectors|
Source: Ocean Tomo, McKinsey, * Median by sector, White Oak
Our investment team has a strong performance-first culture with an objective of generating sustained capital appreciation through strong returns over time.
Performance as on: October 31, 2022
|Portfolio Performance||Oct 2022||Inception Cumulative|
|S&P BSE 200 TRI||4.5||2.7|
|Nifty India Digital||2.8||-24.6|
|S&P BSE 100 LargeCap||4.7||2.4|
|S&P BSE 150 MidCap||2.0||1.5|
|S&P BSE 250 SmallCap||1.8||-3.9|
GICS Sector Weights
The number inside the bars denote the number of companies in each classification
|Avg Wt||Tot Return||Avg Wt||Tot Return||Selection Effect||Allocation Effect||Top Return|
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