Investing in India’s Future

Objective:

The Fund seeks to provide a long-term capital growth through a portfolio of Small, Medium and Large Cap Indian Equities.

Investor Profile:

This product is suitable for the investor who is seeking long term capital appreciation. Investors should regard their investments as medium to long term and read the risk warnings as mentioned in the prospectus.

Strategy

Companies with competitive advantages. 15% EBIDTA growth; 15% ROCE. Mid-cap portfolio of high-growth emerging companies that are pioneers in their fields of have the potential to be leaders.

Focus

Great Businesses

01

We shortlist companies that have sustainable business models at large scale

Attractive Numbers

02

While avoiding value traps, we aim to invest where the risk-reward ratio is suitable.

Capital Allocation

03

We look for companies with positive cash flows and intent to deploy for further growth.

Performance

Performance since inception

Rs. 1 crore invested in July 2023 would be Rs. 1.47 Crores today

We are bullish on….

Why we like Indian SMEs?

  • Early-mover advantage via mid-sized/small businesses.
  • SMEs, sometimes family-owned, produce unnoticeable goods yet are the best in the world at those goods.
  • They often operate in narrow markets and create distinctive items utilizing exclusive methods.
  • Operate quite near to the clients who depend on their products and find it difficult to switch suppliers.
  • These companies’ competitive advantages are more often attributed to the quality, total cost of ownership, excellent performance, and tight client relationships than to cost leadership.
  • India has a history of creating behemoth companies that started out as small caps :Britannia, Lupin , Titan etc.
  • Small cap stocks are avoided by large institutions due to lack of liquidity. This allows the stock to move on the strength of its own merits.
  • Small cap stocks tend to less correlated to the index stocks, making them a better diversification bet.

Investment Process

  • Screen out bad governance
  • Stay alert to structural changes
  • Look for desired attributes
  • Analyse in depth
  • Maintain ongoing research
  • Assess relative greatness
  • Wait till the value emerges
  • Act when it presents
  • Experienced investment professionals help limit investment universe to high quality businesses.
  • Portfolio volatility and risk exposures monitored.
  • Timely response to uncertain events enabled through in–depth understanding of businesses.

We are value seekers..

SKG India Value Fund identifies companies that are undervalued w.r.t to their potential growth and current business valuation. We like Businesses that serve a market that is large enough for our money to grow 4-5 times without having to compete.

In most cases there is a clear Visibility of multiplying current PAT by 2x over 3–5 years. SKG’s Early detection of an investment concept has the advantage of a higher potential for outsized returns.

Our Opinion

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info@skgah.com

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SKG India Small & Midcap Fund

A Category III AIF
Registration Number: IN/AIF3/25-26/1812
Custodian: Orbis Financial Corporation Limited
Trustee: Orbis Trusteeship Service Pvt Ltd
Registrar: CAMS

SKG Assets & Holdings Pvt Ltd

ARN - 138571

SEBI Office:

NBCC Complex, Office Tower-1,
8th Floor, Plate B, East Kidwai Nagar
New Delhi - 110023

Telephone: +91-011-69012998
Email: sebinro@sebi.gov.in

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