Investment Criteria
01
Companies growing at high rates
02
Run by ethical management that treats the minority at par
03
Business ability to generate returns far above Weighted Average Cost of Capital (WACC)
04
Buying at a significant discount to intrinsic value
05
Management demonstrating prudent capital allocation over the years
06
Highly leveraged companies, frequent equity dilution etc are some of the traits which are avoided
Investment Process
Prudent Equity ACE Fund (CAT III)
Prudent Equity ACE Fund Performance
₹100 invested in Prudent Equity ACE Fund at the time of lauch on 16th December, 2022.
Prudent Equity ACE Fund
145.28
S&P BSE 500
106.85
Fund level performance is based on gross TWRR. Investor returns may vary due to the respective class and fee structure.
Performance as on 31st August, 2023