ETMarkets PMS Talk: 9 high-conviction stocks deliver up to 300% returns in Emerging Business Fund: Aditya Sood

The Fund delivered 11.5% in July viz-a-viz benchmark (BSE TRI) of 4.4% thus generating an alpha of 7.0%. This is primarily due to bottom-up stock selection and sizing the high conviction stocks 9 stocks in the portfolio have generated returns ranging from 100-300 percent in the portfolio.