From R to L (Ms.Aparna Shanker –Fund manager, Daniel GM & Pallavarajan R, founders PMS Bazaar)

Fund Manager : Ms. Aparna Shanker

Industry experience: 25 years

Aparna joined SBIFM in 2007 as a research analyst and was subsequently promoted as a Portfolio Manager.

Prior to joining SBIFM, Aparna was a research analyst with Sahara Asset Management and Birla Global Finance for four years. Aparna started her career in 1989 with UTI Asset Management. She had been associated with the investment and fund management team of UTI for over 11 years. Aparna is a Science graduate and also a graduate in general law from Mumbai University. She also holds a Masters degree in Finance and a post graduate diploma in Treasury & Forex Management from ICFAI University.

Strategies Investment Objective :

The Investment objective of SBI Growth with Values portfolio is to generate long-term capital growth through investment in well-researched stocks.

Portfolio Attributes :

Investing in companies meeting positive standards of Environmental, Social, Governance responsibility.Will focus on niche businesses having conducive universe for multi-fold growth with longevity. Invest in companies which are disproportionately high beneficiaries of Economic Growth

Portfolio positioning

HIGH CONVICTION: Invest in businesses which benefit disproportionately by underlying economic growth, present in universe conducive for multi-fold growth. Expected to grow at high double digit in next 3-4 years and be out-performer to the underlying sector.

GOOD CORPORATE GOVERNANCE : Respecting the interests of all stakeholders
SOCIAL RESPONSIBILITY : Company’s dealing with employees, customers and communities are cordial
ENVIRONMENT FRIENDLY : Avoid Environment destructing businesses

SBI GROWTH WITH VALUES STOCK SELECTION PROCESS

STEP 1 : Qualitative Factors	STEP 2 : External Analysis	STEP 3 : Quantitative Factors	STEP 4 : Investment Thesis	STEP 5 : Investment Decision
Analysis of business model	Geo-Politics and its impact on business	Derive Quality Score with input of ROE, ROIC, Earnings Risk and Debt repayment capabilities	Financial analysis of last 5 years	Market cap bucket fit
Impact of Macro-economic variables on the business model	Channel checks		Building investment thesis	Stock weight allocation based on degree of conviction
Company analysis based on factors including Porter’s Five Factors	Management Meetings		Valuation model	Entry and exit points
Sell-side research interaction	Work place /Plant visits		Target price	Dissemination of new information
			Strategic fit with other stocks in the portfolio	Ongoing monitoring

SBI Growth With Values Performance & Allocations

AMC	CATAGEROY	STRATEGY NAME	3 Months	6 Months	1 Year	Since Inception	Inception Date
SBI	MULTI CAP	GROWTH WITH VALUES	0.27%	-0.75%	20.08%	14.78%	11-Jul-16

* All performance above are as on 31st MAY 2018

To know more on the product, We have scheduled a live webinar with Ms. Aparna Shanker on 30th June 2018.
Register your self to confirm the same