THE FUND
A documented investment process, not just a portfolio.
NEEV is a student-managed Indian equity investment initiative focused on long-term capital appreciation through fundamentally strong businesses at attractive valuations. The governing Fund Charter sets the mandate, limits and review discipline.
Horizon
3–5 years
Benchmark
Nifty 500 TRI
Target holdings
15–25
Cash range
0–5%
OBJECTIVE
Long-term capital appreciation
NEEV seeks to own Indian listed businesses with durable competitive advantages, consistent financial performance, attractive returns on capital, healthy cash flows, prudent capital allocation and sound governance.
PHILOSOPHY
Business quality plus valuation
Quality alone is not enough. The process explicitly combines business fundamentals with valuation discipline and documents the downside, base and upside cases before a material investment decision.
INVESTMENT PROCESS
From industry question to monitored position
Sector Analysis
Understand structural growth, industry economics and competitive intensity.
Value Chain
Identify where economic value accrues and which positions can sustain it.
Company Screening
Narrow the universe using business quality, financial strength and governance.
Fundamental Research
Study financial statements, management, competitive advantages and risks.
Valuation
Use DCF and relevant market-based methods to establish a valuation range.
Investment Committee
Document the thesis, valuation, risks and decision before capital deployment.
Portfolio Construction
Build a diversified portfolio within the Fund Charter limits.
Monitoring
Review performance, fundamentals, valuation and thesis-break conditions.
GOVERNANCE
The Fund Charter is the source of truth
Position limits, sector concentration, cash requirements, review cadence and decision governance are documented before the portfolio is evaluated.