Varanium Large Cap Focused Portfolio

High-Quality Focused Portfolio of Listed Indian Equities

Key Attributes

Date of Inception: 01 Nov 2017

Fund Manager Name: T S Anantakrishnan

Fund Manager Experience: Over 25 years of experience in Portfolio and Risk Management across global asset management firm such as Goldman Sachs and Shumway Capital In India, his previous experience has been as a CEO of Religare Portfolio Managers, the PMS business of Religare Global Asset Management. Prior to which he headed Portfolio Management business for Prime Securities.

Fund Manager Qualification: MBA-NYU Stern, BE-IIT (Roorkee), CFA & FRM

Investment Objective

Seeks to participate in the potential of India’s growth story. The Portfolio manager invest in sustainable growth ideas through research driven selection of Indian equities. This product is suitable for investors seeking a high-quality focused portfolio of listed Indian Equity.

Investment Strategy

  1. Large cap, growth style oriented(i.e. 60-100% of the portfolio)
  2. Top-down theme/ sector selection
  3. Bottoms-up stock picking
  4. Focused portfolio of 15-20 stocks
  5. Aim to build meaningful exposure in high conviction ideas
  6. Single stock exposure- below 10% at the time of initiation

Don’t Just Invest. Make an Informed Decision.