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OPULENCE

Ghalla Bhansali Stock Brokers Pvt Ltd

60.45 CR AUM

OPULENCE

OPULENCE

Ghalla Bhansali Stock Brokers Pvt Ltd

60.45 CR AUM

BSE 500 TRI
Benchmark
1yr 4mo
Age
EQUITY
Strategy
1.75
Fixed Fees
0
Variable Fees
0-2-1%
Exit Load
BSE 500 TRI
Benchmark
1yr 4mo
Age
EQUITY
Strategy
1.75
Fixed Fees
0
Variable Fees
0-2-1%
Exit Load
Fund manager

rohan ghalla

Fund Manager
EQUITYStrategies

He has over two decades of investing experience. He is a CFA Charter holder from the CFA Institute, USA, MBA (NMIMS) and BMS from Mumbai University. Before joining Ghalla Bhansali, Rohan spent about 5 years in JP Morgan's equity research department with a focus on analyzing Emerging Market Equities. He was also a visiting faculty at NMIMS, ITM & Welingkar Institute.

He has over two decades of investing experience. He is a CFA Charter holder from the CFA Institute, USA, MBA (NMIMS) and BMS from Mumbai University. Before joining Ghalla Bhansali, Rohan spent about 5 years in JP Morgan's equity research department with a focus on analyzing Emerging Market Equities. He was also a visiting faculty at NMIMS, ITM & Welingkar Institute.

Purpose

OBJECTIVE This Product consists of 20-25 Scripts. The Objective is to invest in companies that the fund manager judges to be undervalued and those that will benefit with the improvement in the economic cycle. Consequently we would expect the portfolio to outperform the benchmarked BSE 500 BASIS OF SELECTION OF SECURITIES: It's a diversified Multi-Cap equity portfolio that strives to achieve long term growth through fundamentally strong businesses based on the price pattern behaviour of the stock. A combination of undervalued companies of Small, Large, Higher Mid - Cap & Mid cap which will benefited vis-a-vis the improvement in the economic cycle turning positive. Most of the selected stocks will have an expected revenue growth higher than CAGR of 18% to 20% during their holding period.

Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return
-11.83%
1M benchmark return
-11.40%
Alpha
-0.43%
1M Wealth multiple
0.88x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
-11.83%
1M benchmark return
-11.40%
Alpha
-0.43%
1M Wealth multiple
0.88x

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