ANALYSIS & INTERPRETATION

• Strong fund manager track record: Darshan Engineer delivered 49.7% returns over one year at Karma Lotus, with a 68% hit rate; at Sundaram, all four strategies ranked in the top quartile in FY26.

• Attractive sector positioning: The portfolio has significant exposure to capital goods and financial services, offering participation in India's investment cycle and financial-sector growth.

• Quality-led growth strategy: Managed by Darshan Engineer, the portfolio focuses on business with strong earnings visibility, sustainable growth and improving operating leverage, with an emphasis on long-term capital appreciation.

• Balanced market-cap allocation: With exposure across large-, mid- and small-cap stocks, the strategy combines relative stability with growth potential and opportunities for long-term alpha generation.

Ayush Singh

Research Analyst || Alpha Capital

Disclaimer: This information is for informational purposes only and should not be construed as investment advice; please consult your respective financial advisor before making any investment decisions