Our Strategies

Mid & Small & Special Situations Portfolio

Overview

The Mid & Small & Special Situations Portfolio (SMSSP) is focused on identifying quality businesses in the small and midcap space that are either going through temporary solvable problems or are going through material transformation, which could lead to significant value creation. It aims to provide liquidity rather than seek liquidity and has a long-term value focus with an investment horizon of 60 months.

Investment Strategy

The SMSSP is focused on constructing a concentrated portfolio by making sizable investments majorly in high quality mid and small cap businesses with minimum business, balance sheet and valuation risks. The strategy has a deep value focus as it looks for companies that are going through a temporary headwind and thus are available at attractive valuation.

The strategy holds fewer stocks than any other scheme (between 5 and 15) and therefore embodies a private equity style investment mindset when approaching the public markets.

Key Information

Acronym: SMSSP
Inception Date: May 2015
Committed AUM: 200+ Cr.
Benchmark: Average of BSE MID & BSE Small
Number of Stocks: ~20-25
Time Horizon: 60 Months
Minimum Investment: 35 Cr.
Volatility: Medium – High
Portfolio Turnover 30-40%
Stock 10 % (Max Weight) Stock 10 % (Max Weight)
Hurdle Rate 13%
Performance Fee 25%

Why Invest in the Mid & Small & Special Situations Portfolio?

The long-term highly selective deep value approach that is applied to the mid and small cap segments makes the SMSSP a truly unique portfolio. This is suited for a long term patient capital investor who is willing to go through high portfolio value volatility and withstand sharp mark to market drawdowns.

Performance of Rs. 100 Invested at Inception

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Note: The benchmark for the SMSSP is an average of the BSE Small Cap Index and BSE Mid Cap Index. Benchmark performance is calculated using Total Return Indices. The returns above are consolidated for all clients, time weighted and cashflow adjusted after all expenses including PMS management and performance fees. The actual returns of clients may differ from client to client due to different portfolio and timing of investment. Past performance is no guarantee for future performance.

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Current complaints

Data for the month ending- November, 2022

Complaints status
Sr. No. Received from Pending at the end of last month Received Resolved* Total Pending # Pending complaints > 3 months Average Resolution time^ (in days)
1 Directly from Investors 0 0 0 0 0 0
2 SEBI (SCORES) 0 0 0 0 0 0
3 Other Sources
(if any)
0 0 0 0 0 0
Grand Total 0 0 0 0 0 0
^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.

Trend of Monthly Disposal of Complaints

Sr. No. Month Carried forward from previous month Received Resolved* Pending#
1 April 2022 0 0 0 0
2 May 2022 0 0 0 0
3 June 2022 0 0 0 0
4 July 2022 0 0 0 0
5 August 2022 0 0 0 0
6 September 2022 0 0 0 0
6 October 2022 0 0 0 0
7 November 2022 0 0 0 0
Grand Total
0
0
0
0
*Inclusive of complaints of previous months resolved in the current month. #Inclusive of complaints pending as on the last day of the month.

Trend of Annual Disposal of Complaints

Sr. No. Year Carried forward from previous year Received Resolved* Pending#
1 2019-20 0 0 0 0
2 2020-21 0 0 0 0
3 2021-22 0 0 0 0
Grand Total 0 0 0 0
*Inclusive of complaints of previous months resolved in the current month. #Inclusive of complaints pending as on the last day of the year.