Key Portfolio Attributes

Inception Date: 05th January, 2021

Number of stocks: 25

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

The Fund shall identify and invest in sectors and companies which are expected to recover fastest and benefit in next few years from the current market fall due to the present pandemic situation. Fund is opportunistic in nature which will take advantage of the current market crisis which has led to fall in stock prices.

Portfolio Strategy

Fund invests in companies and selected sectors across capitalization with a large cap bias. The fund shall select sectors and a concentrated portfolio with well-defined parameters on every sectors / companies in the portfolio. The fund aims to identify and invest in select sectors and companies through disciplined selection process.

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


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#Returns as of 30 Apr 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.

Do Not Simply Invest, Make Informed Decisions

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