Scribd Logo
Upload

Welcome to Scribd!

  • Cement Sector Factsheet

    Uploaded by

    Darshan Shah
    11 views1 page
    The Sector Fund - Cement aims to provide long-term capital appreciation by investing predominantly in equity and equity-related securities of large-cap cement companies. The fund will maintain a portfolio of 5 large cement companies selected based on financial strength, management quality, competitive advantage, growth prospects, and liquidity. As of April 21, 2020, the fund's net asset value was Rs. 10 per unit and it held equity holdings worth Rs. 10 crore primarily in ACC (30%), Ambuja Cements (25%), Dalmia Bharat (20%), J. K. Cement (15%), and The Ramco Cement (10%).

    Original Description:

    Original Title

    Cement sector Factsheet

    Copyright

    © © All Rights Reserved

    Available Formats

    PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    Report this Document
    The Sector Fund - Cement aims to provide long-term capital appreciation by investing predominantly in equity and equity-related securities of large-cap cement companies. The fund will maintain a portfolio of 5 large cement companies selected based on financial strength, management quality, competitive advantage, growth prospects, and liquidity. As of April 21, 2020, the fund's net asset value was Rs. 10 per unit and it held equity holdings worth Rs. 10 crore primarily in ACC (30%), Ambuja Cements (25%), Dalmia Bharat (20%), J. K. Cement (15%), and The Ramco Cement (10%).

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    11 views1 page

    Cement Sector Factsheet

    Uploaded by

    Darshan Shah
    The Sector Fund - Cement aims to provide long-term capital appreciation by investing predominantly in equity and equity-related securities of large-cap cement companies. The fund will maintain a portfolio of 5 large cement companies selected based on financial strength, management quality, competitive advantage, growth prospects, and liquidity. As of April 21, 2020, the fund's net asset value was Rs. 10 per unit and it held equity holdings worth Rs. 10 crore primarily in ACC (30%), Ambuja Cements (25%), Dalmia Bharat (20%), J. K. Cement (15%), and The Ramco Cement (10%).

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 1

    SECTOR FUND- CEMENT

    About the Fund Date of Inception: 21-Apr-2020


    Objective: The investment objective of the scheme would be to provide long term capital
    appreciation by investing in predominantly equity and equity related securities of around
    companies selected out of the top largest market capitalization companies, at the point of
    investment.
    Strategy: To build and actively manage an equity portfolio of 5 strong value pick large stocks in
    terms of market capitalization by following an in-depth research focused investment approach.
    The fund will invest in 100% large cap companies having financial strength, strong, efficient &
    visionary management, enjoying competitive advantage along with good growth prospects &
    adequate market liquidity. The fund will adopt a disciplined yet flexible long-term approach
    towards investing with a focus on generating long-term capital appreciation
    NAV as on 21st April 2020: 10.00 BENCHMARK: Cement Index Fund
    Asset Held on 21st April 2020: 10.00 Cr FUND MANAGER: Mr. Darshan
    Shah
    SECURITIES Holdings Asset Allocation

    EQUITY 100%

    ACC 30%
    Ambuja Cements 25%
    100%
    Dalmia Bharat 20%
    J. K. Cement 15%
    The Ramco Cement 10% Euity

    You might also like