Paterson
Advantage
Fund
Invest in large companies, with significant advantages over others
What It Is
Paterson Advantage Fund invests in fundamentally strong companies, with proven credibility. We select companies with significant advantages, that have not just contributed to success in the past, but will continue doing so in the future.
The translation of advantages into earnings growth, valuation re-rating, and hence capital appreciation is what we aim at.
Key Information
Asset Class
Inception Date
Minimum Investment
Fees
Equity
April 1, 2024
Rs. 50 lakh
2% per anum
Market Cap Allocation
The Paterson Advantage Fund is allocated across the following market capitalizations:
-
Large Cap – 52%
-
Mid Cap – 22%
-
Small Cap – 26%
Sector Allocation
The Paterson Advantage Fund is diversified across the following sectors:
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Finance – 28%
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Technology – 16%
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Banking – 12%
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Materials – 10%
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Healthcare – 8%
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Consumer – 8%
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Others – 8%
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Automobiles – 6%
-
Infrastructure – 4%
Behind the Scenes Access
At Paterson PMS, we give clients an intimate view of what's going on with their money. We'll take you behind the scenes on our investment committees and share our investment theses with you.