Objective

The strategy of this fund is to invest in companies which are expected to benefit the most from the rising consumption patterns in India, which is getting fuelled by high disposable incomes of the young generation. We invest in companies that will benefit from the rising trend of middle-class consumption. Our investment strategy looks to identify companies that are well-positioned to be leaders in a country that is set to become the third largest economy by 2030. This fund is suitable for a long-term investment horizon i.e. more than five years.

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Highlights

• 100% India Country Allocation

• Broad sector approach to diversify and limit systemic risk

• Well diversified allocation between large, mid, and small-cap companies
   

Investment Approach

The objective of this scheme is to generate wealth through the growth of capital by investing in equity related instruments of companies in India by participating in the India Growth Story. By doing this process of investing in the Next Economic superpower we aim to secure the financial freedom of Investor’s Next generation.

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Research Analyst

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Rajesh Nair