- Home
- Our Services
- Portfolio Management
- Discretionary Portfolio Management
- Growth Fund Portfolio
The Growth Fund is an aggressive fund for investors with a higher risk/reward profile who are able to hold investments for longer periods of time. The objective of the investment strategy and product is to maximize long term capital growth through greater emphasis on capital gains, while at the same time minimizing high levels of volatility in asset value.
Allocation Strategy
- (80-90) % Equity
- {Companies with High Growth Potential along with other high-quality stocks with high risk and good compounding potential}
- (10-20) % Fixed Instrument
Minimum Investment: NPR. 3, 00,000
The Client has the option to transfer securities in their possession to the Portfolio Manager as part of the minimum amount of investment required. The closing price of the securities on the latest trading day will be used to determine the value of the securities accepted by the portfolio manager. The Portfolio Manager maintains the right to accept or reject the assets that the Client desires to transfer.
Target Return - Ranging between 15 to 20 percent.
Performance Fee above hurdle rate: 10%
Lock-in Period – 3 Years
Hurdle Rate – 10%
Exit Fee – 1%
|
S.No |
Range |
Asset Management Fee (%) |
|
1 |
Up to 50 Lakhs |
1.50% |
|
2 |
Up to 1 Crore |
1.25% |
|
3 |
Above 1 Crore |
Negotiable |
Latest Updates View All
-
01FebMagh 18, 2082_Taragaon Regency Hotels Ltd___Cash Dividend 2082_FH11
-
28JanMagh 14, 2082_ Announcement notice (Public) Hotel Forest In Limited
-
28JanMagh 14, 2082_Suryajyoti life Insurance company._.Cash Dividend
-
27JanMagh 13,2082_Press Release_Hotel Forest Inn IPO Result_Foreign Allotment
-
18JanMagh 04,2082_Issue Open Notice of Hotel Forest Inn
-
14JanApproved Prospectus for Public Issue of Ordinary Shares of Hotel Forest In Limited


