Inception Date: 01 Jun 2019

Number of Stocks: 19

Fund Manager Name: Mr. Abhay Agarwal

Fund Manager Qualification:

Mr. Abhay Agarwal has completed his MBA from Jamnalal Bajaj in 1993. Prior to that, he obtained a Bachelor’s degree in Finance and Accounting from Sydenham College, Mumbai in 1991. He has spent his entire career in investment management, in India and in the rest of Asia. He started by managing a USD 50 million proprietary investment program for Citibank India in 1994. As manager to this program he made an investment in then upcoming companies like HDFC Bank, ICICI Bank, Marico, Nicholas Piramal, Bharat Forge etc. wherein the returns generated were significantly higher than the market returns. In 1998 he joined the private equity fund set up by Chase Capital Partners. He was a part of the core investment management team. Their largest investment included a 15% stake in HDFC Bank, seed capital to Jubilant Food works and HDFC Securities and investments in strong companies like MTR Foods, Gujarat Glass etc.

Fund Manager Experience:

1. Citibank India (1994 - 1998) 4 years

2. Chase Capital Partners (1998- 2003) 5 years

3. Piper Serica Advisors (2003 - present) 17years