Investment Analysis & Portfolio Management

Allocation to Other Funds

Division B, Group 3:
Priyanshi Shah- J026
Shashank Jain- G009
Sidharth Sharma- G036
Sonal Bajoriya- G043
Utkarsh Bhargava- G052
Allocation of funds
A10 (EXPONENTIAL CAPITAL FUNDS) 12,00,000
B1 (THE TWO POINT PROOF FUND) 8,00,000
A9 (GROWEVENMORE FLEXI FUND) 5,00,000
Total 25,00,000

Investment Rationale:
A10 (EXPONENTIAL CAPITAL FUNDS)

The Fund focuses on both capital appreciation and protection which seems to be a good
strategy. The top-down approach involving looking at macroeconomic factors and policies
prevailing in the current scenario is different from our strategy. They also plan to invest in
ETFs and have provided an elaborate methodology of stock selection. We would like to
invest and assess how this portfolio would perform in the future.

B1 (THE TWO POINT PROOF FUND)

Their philosophy of long-term investments in companies that have sustainable growth and,
competitive advantage aligns with our philosophy. The multi strategy approach of 65-35
helps in choosing the right mix of stocks for the portfolio. They have explained their
approach well, for both primary and secondary investments.

A9 (GROWEVENMORE FLEXI FUND)

GrowEvenMore’s philosophy of blending growth and value investing aligns with our
philosophy. Their focus is on mid and small cap, which is different from ours, and hence, it
gives us a wider range of equities covered.