Shree Vriddhi
66.51 CR AUM
Shree Vriddhi
66.51 CR AUM

mohit beriwala
Purpose
Shree Vriddhi is an opportunistic equity strategy designed to capture shorter term opportunities in the market by combining quantitative models with a fundamental overlay to identify companies with improving business momentum and favorable technical signals. The strategy focuses on companies showing strong growth in topline and bottomline, improving profitability, dominant or increasing market share, low or reducing leverage and a potential turnaround either in the industry or in company fundamentals. Portfolio construction follows a concentrated framework typically holding about 10 to 12 stocks with equal weighted allocation while maintaining diversification across sectors, market capitalizations and investment styles. Idea generation is based on proprietary quantitative models and a TechnoFunda approach which blends technical indicators with fundamental research to identify stocks with strong short term prospects. Stocks are generally purchased with a typical holding period of about two to six months and are reviewed frequently for changes in technical signals or investment thesis. The portfolio maintains flexibility to hold up to 50 percent cash if suitable opportunities are limited. Stock examples representing this strategy include Titagarh Rail Systems, Dixon Technologies and Apar Industries which benefited from improving earnings outlook and strong sectoral demand drivers. Sector agnostic. Market cap agnostic.
Investment Approach v/s Benchmark Metrics
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
Investment Approach v/s Benchmark Performance
Unlock all metrics
Login to see the live performance and return
