Description

The mandate of Sustainable Compounders is to generate sustainable returns by buying GOOD businesses at REASONABLE PRICES.

By good businesses we mean sustainable businesses with competitive advantages and long runway, run by fair and efficient management.

Most of the time such businesses don’t come cheap. However some times, owing to ignorance, dislike, temporary hardships, human biases or institutional reasons, prices get reasonable.

Given that we operate with only those businesses which we honestly understand, we are many times able to pick these mispricings.

In absence of compelling opportunities the smallcase temporarily parks money in Liquid ETFs.

Sustainable Compounders mirrors this investment approach of our Portfolio Management Services (PMS) and leverages its in-depth and market beating research capabilities to construct a portfolio of sustainable businesses at reasonable prices.

Features

1.     Goal - sustainable capital appreciation over 3-5 year horizon

2.     Combination of equity shares and liquid ETFs. Weights can range from 0-100.

3.     Multicap – invest across market capitalisation and sectors

4.     Focussed – 10-25 stocks with flexible weights.

5.     Rebalanced as needed.

6.     Recommended investment - Rs 5 lacs or more.

7.     Cancel anytime

**Book direct plan and get 20% cashback**

Disclaimer: Our PMS holds the Smallcase stocks in its and clients' portfolios.