TCG $5Trillion Fund


Key Portfolio Attributes

Inception Date: Jan 2020

Fund Manager Name: Mr. Chakri Lokapriya

Fund Manager Experience:

22 years managing BRIC, Global Funds at J.P Morgan, New York; BNP Paribas, London; Franklin Templeton, India

Fund Manager Qualification:

New York University, Leonard N. Stern School of Business, MBA Finance, New York, 1994, Registered Investment Qualifications: Investment Management License, CF30, CF27, FSA, U.K.

Investment Objective

Identify and invest across sectors in companies which will grow faster than the GDP over the next 5 years and contribute to India’s goal to becoming a $5 trillion economy by 2025. We will see the emergence of companies developing new and innovative products and services addressing changing needs & requirements.

Investment Strategy

Fund will focus in investing in current and emerging sectors and companies across capitalization which can potentially multiply 2.5x by 2025. The risk of investing includes capital loss, however diversification across sectors lowers the risk to deliver risk adjusted returns.

Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 30 Apr 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.


Related Investment(s)

TCG RAF Fund
TCG AMC Multicap Fund

Do Not Simply Invest, Make Informed Decisions

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