Nest Growth Equity Strategy
A concentrated, discretionary portfolio of 20–25 high-growth businesses across market capitalisations, managed with a long-term compounding approach.
3Y CAGR
18.6%
Benchmark
Nifty 500
Min. investment
₹50L
Fee model
Fixed + performance
Philosophy
The strategy seeks businesses with durable competitive advantages, high return on capital, and long growth runways, held with low portfolio turnover to let compounding play out over multi-year periods.
Portfolio construction
20–25 stocks with no strict market-cap bias; position sizing reflects conviction and liquidity considerations. The manager may hold up to 15% in cash during periods of elevated valuations.
Sector allocation
| Sector | Allocation |
|---|---|
| Financial Services | 28% |
| Consumer Discretionary | 19% |
| Industrials | 16% |
| Healthcare | 12% |
Strategy facts
Fund managerR. Bhatt
AUM₹2,150 Cr
Fixed fee1.75% p.a.
Performance fee15% above hurdle
Exit load1% if <1Y
CustodianABC-appointed