All Equity Baskets

This basket invests in fundamentally strong companies with 15–25% ROE, steady double-digit profit growth, and solid balance sheets. With revenue growth often above 12–30% annually, the basket is designed to capture India’s consumption story, benefit from GST-led formalization, and steadily compound wealth through quality-driven, diversified exposure.

This portfolio focuses on value-rich businesses and holding companies where the market underestimates true worth. By owning quality assets at a discount and waiting for value-unlocking events, investors get both margin of safety and long-term growth potential.

The basket is a forward-looking, multi-sector portfolio designed to capture India's private consumption expenditure and reform-driven demand surge, while maintaining sound fundamentals and risk diversification.

This basket invests in high-quality small & midcap companies with scalable business models, healthy balance sheets, and consistent earnings growth.

This basket invests in next-generation technology leaders driving India's digital transformation through AI, cloud computing, data centres, semiconductors, engineering R&D, EVs, geospatial intelligence, and digital platforms.

This basket invests in high-quality companies driving India's infrastructure expansion, renewable energy transition, industrial manufacturing, and capital expenditure cycle.