Dalal and Broacha India Opportunities MultiCap Fund Series 1

Key Portfolio Attributes


Tenure: Open ended with Monthly subscription and redemption , Lock In only for one year.Post which no exit load

Fund Manager Name: Milind Karmarkar

Fund Manager Experience: Milind Karmarkar has 25 years of experience & Nazaw Sarfaraz has 12 years of experience

Fund Manager Qualification: Milind is a CA and has a rich experience in equities as head of research at Dalal and Broacha.

Investment Philosophy

The Fund Manager believes per capita income of USD 2000 is an inflection point post which the consumption trends economy takes off. The fund manager wants to be  overweight on those  business that have a clear advantage with per capita income taking off.

The fund manager wants to create a portfolio of businesses that have a distinct advantage globally in both services and manufacturing sectors.

Portfolio Strategy

Our portfolio companies will be those that are likely to benefit from the increasing per capita income as well as businesses that have a distinct global or local advantage.

• The sectors that the strategy would cover would be Consumer Durables, Consumer Staples, Retail, Banking and Finance, Pharmaceuticals, Hospitals, Contract Research & Manufacturing and Technology.

• Our portfolio companies will generally display the following characteristics –

i. A business that can compound its topline at a rate higher than the nominal GDP growth over next 5-10 years
ii. The company has a consistent good corporate governance record
iii. The company has a low leverage

• Our core strategy will be to buy and hold the companies displaying the above characteristics. We will however not be averse to taking profit if we believe that the price has run ahead of the medium-term target.

Do Not Simply Invest, Make Informed Decisions


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