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
AUM: 290 Cr.
Benchmark: S&P BSE 500 TRI
Number of Stocks: ~20-25
Time Horizon: 60 Months
Minimum Investment: 35 Cr.
Volatility: Medium – High
Portfolio Turnover: 30-50%
Risk Control: Stock 10% & Sector 30% (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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Please check relative performance of other portfolio managers by clicking on this link

Note: The benchmark for the SMSSP is S&P BSE 500 TRI. 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 – September, 2024

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

* Inclusive of complaints of previous months resolved in the current month.

# Inclusive of complaints pending as on the last day of the month

^ 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, 2024

0

0

0

0

2

May, 2024

0

0

0

0

3

June, 2024

0

0

0

0

4

July, 2024

0

0

0

0

5

August, 2024

0

0

0

0

6

September, 2024

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

SN

Year

Carried forward from previous year

Received

Resolved*

Pending#

1

2020-21

0

0

0

0

2

2021-22

0

0

0

0

3

2022-23

0

0

0

0

4

2023-24

0

0

0

0

 

Grand Total

0

0

0

0

*Inclusive of complaints of previous years resolved in the current year. #Inclusive of complaints pending as on the last day of the year.