AIF - Sohum India Opportunities Fund

• A long only fund, with at least 70% in Large cap stocks, 10%-35% in Mid/Small cap stocks, Unlisted stocks (purely based on opportunities, have limit till 10% but do not plan to exceed 5% unless truly compelling opportunity).
• Sector deviations would be taken to get alpha while keeping an eye on Sector Benchmark weights, deviation in Stock weights will be taken to get alpha.
• Focus on return ratios (ROCE/ROE).
• Yes for GARP Investing (Growth at reasonable price) No for GAAP (Growth at any price).
• Maximum 10% in one stock, Nifty TRI – BM, Construction period – 3 months.
• The right sectoral balance, blend of large – mid/small cap (within sectors).