India’s Large Cap Advantage
India’s economic expansion is driven by large-cap companies, which form the backbone of GDP, revenue and corporate profits. These companies provide stability, liquidity, and sustainable growth, making them the preferred choice for wealth creation participation.
Participation in GDP growth: Established large companies with track record are bigger beneficiaries of country’s GDP growth
Stability: Large Cap are less volatile and thus adds stability to the portfolio. These firms have strong balance sheets and robust institutional backing, making them resilient even in volatile markets
Rotation of Winners: even within the large cap companies there are always change of winners in cycles and thus actively managed portfolio are important for alpha.
Magnolia PMS Differentiation
Benchmark
Aware Portfolio
- Bottom up process – focused on generating alpha through superior stock selection
- Prioritizing businesses with strong fundamentals and scalability
- Large cap biased – Minimum allocation of 65% in top 100 companies by market capitalisation
- No market calls – generally a fully invested portfolio
Early Cycle Investing –
Leveraging Anomalies
- Identifying investment prospects in companies with changes in business environment and fundamentals
- Ability to capitalize on opportunities by being contrarian at times
- Capturing behavioral inefficiencies to gain an edge in large-cap investing
- Buying for future, no recency bias
Karma Capital Advantage
Long track record
Investment framework generated consistent returns over 19 years of managing portfolios
High Conviction, Concentrated Portfolio
GARP philosophy driven portfolio selection and allocation
100+ Years of Combined Experience
Deep market knowledge and strategic insights across market cycles.
Disciplined & Long-Term Focus
Patient, long-term investors with a disciplined bottom-up fundamental process resulting in low churn
High Active Share
Distinct Stock selection
