The objective of the Rockstud Capital Yuva Bharat scheme is to generate long term sustainable returns by investing in equities & equity related instruments in India. These investments will be made towards play on rising aspirations of young Indians towards their preference and consumption over their lifecycle largely catering to digital wave across multiple market capitalizations. It’s ideal for investors who’d like to participate in India’s next decade opportunity.
Boosting of consumption and increased discretionary spending over next decade led by demographic dividend
Reforms & policies under Atma Nirbhar Bharat, Make In India, PLI Scheme, Retrospective tax appeal, National Asset monetisation plan to support growth
India is seen as a destination of Investment hub for skilled & young working population
Gross Domestic Product projected at $8T ~12% FY22-30 CAGR
High growth and doubling of GDP/Capita from $2K to $5k
Targeted sectors (not exclusive) to outshine include Automobile ConsumerDurables, Travel, Housing, Retail, Etc
• Apply proprietary quant metrics
• Tracking macro – GDP, IIP, Inflation, Global scenario
• Sectoral trend analysis
• Management quality –no/low promoters pledge, no related party transactions
• Financial health – Efficient operating metrics, strong return ratios and cashflows
• Liquidity – Adequate liquidity to minimise execution risk
• Other – Industry leader, past track track record and future growth visibility
• Quarterly results & concall
• Estimate downside risk due to overestimating growth
• Management guidance vs. actual historically
• Peer company results
• Change in management stance vs previous interaction
• Poor results compared to peer companies
• Valuations beyond comfortable band
• Ensuring balancing portfolio based on sector & stock concentration
Sector Selection
Apply Proprietary Quant Filters
Speak with analyst & management
Initiate Coverage Report
Pitching Fund Manager
Portfolio Construction
Monitoring & Rebalancing Portfolio
Investment Process
