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Mahindra Manulife Multicap Fund has delivered a respectable 2nd quartile performance with a portfolio that’s 57% exposed to mid and small caps and 43% to large caps.
Manish is a GARP investor who pays equal attention to earnings compounders as well as re-rating stories in search of alpha. His top bet – a large coal PSU – is an unusual one but demonstrates his style very well. A company that’s set for significant improvements in business performance coupled with strong demand for its product on the back of surging growth in thermal power generation.
Power, mining and capital goods are his favoured sectors, followed by discretionary consumption.
Manish believes the market has consolidated nicely, setting up for the next up-leg in the coming months.
