Discretionary Portfolio
SCL Growth Portfolio
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SCL Growth Portfolio invests principally in a well-diversified portfolio of equities listed at the Nepal Stock Exchange (NEPSE) that have premium valuation, with a promise that they justify the premium over a period of time. It is a customized investment product aimed at those investors willing to achieve higher return at higher level of risks. The product will invest in financially sound companies having a good growth potential thereby aiming at providing long term capital appreciation and constant returns to the investors.
Portfolio Companies
Up to 90% of the investments would be assigned for equity shares listed at the Nepal Stock Exchange (NEPSE) comprising of blue-chip companies and companies with high growth potential, while the remaining 10% will be kept aside as cash balances for application of IPOs/FPOs/NFOs and money market instruments.
Risk Factors
This product is suitable for those investors who seek to achieve higher growth in their portfolio and expect a higher risk appetite.
| Expected Portfolio Return | 17% - 21% |
|---|---|
| Hurdle Rate | 10% |
| Tenure | 2 Years |
Fee Structure
Service Charge
| Investment Amount (in Rs.) | Annual Service Fees (%) |
|---|---|
| 20 lakhs - 50 lakhs | 1.30% |
| 50 lakhs - 1 crore | 1.25% |
| 1 crores - 5 crores | 1% |
| 5 crores - 10 crores | 0.75% |
| > 10 crores | 0.5% |
Incentive Fee
| Portfolio Return | Incentive Fees |
|---|---|
| < 8% | Nil |
| 9% - 15% | 15% |
| 16% - 25% | 20% |
| > 25% | 25% |
| Exit Load | 1% |
|---|
*Note: While availing of the Portfolio Management services, the investment amount can be handed to the portfolio manager in a combination or solely of the following options: cash, existing stocks and a combination of both stocks as well as cash.