Launching Nine One Equity Portfolio

We received our approval to provide investment advisory services from SEBI on 23^rd Jan 2024. We are happy to announce that we are launching our portfolio today with the inception date of 12^th Feb 2024.

Our portfolio consists of 21 stocks with an invested portion of 79% (21% cash). Key statistics of our portfolio are shown below:

A few points that should be noted:

• We typically like to hold stocks for a period of 3-5 years. During our holding period, we continuously evaluate the risk-reward of portfolio companies Vs other companies that we track. We typically exit a stock when we believe the risk-reward to be not in our favor and we are better off holding some other stock or cash.

• Our benchmark indices are NIFTY 100, NIFTY Mid Cap 150, and NIFTY Small Cap 250. In all our future performance sheets, we would provide returns for our portfolio Vs these three benchmark indices.

• Our expectation with this portfolio is to generate a strong alpha on a risk-adjusted basis against the three benchmark indices mentioned above.

• Most of the stocks in our portfolio are not owned by a majority of mainstream funds. The companies are well-researched on a bottom-up basis.

If you are interested to know more about our portfolio advisory services, please feel free to write to gaurav.a@nineonecapital.in