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Equity

Our overall approach to equity investing is based on rigorous and extensive fundamental processes, leveraging upon Our comprehensive in-house research capabilities which cover a large universe of stocks and bonds. We offer a wide Array of equity funds ranging from passive funds to thematic funds.

Debt

Our team stands out for its recognized know-how in interest rate expertise and a strong experience in credit Analysis. The approach is based on three factors: macro-economic analysis leading to yield curve positioning, credit Analysis leading to security selection and liquidity analysis leading to tactical trading decisions.

We always seek to provide our investors with opportunities, for medium to a long-term capital growth, through our superior stock selection and active portfolio management. Accordingly, we also enhance and optimise allocation, keeping in mind the risk factor at reasonable levels, while emphasising stock selection, based on internal and external research and also using derivatives to hedge and rebalance portfolio.

Primary tenets of the fund philosophy

Clear articulation of the investment philosophy for each scheme

Robust investment process to ensure execution of strategies

Comprehensive fundamental research enabled by strong, in-house research team

Focus on active management with high conviction ideas

Multi-dimensional investment team with special focus on Macro Economy, Fundamental Equity, Strategic & Tactical Asset Allocation, Passive Investments / Index based Solutions / Exchange Traded Funds, Fixed Income (Duration & Credit), Passive and Quantitative modelling.

Group Advantage

30 years of experience in asset management with a strong parentage

Leverage on strengths of stakeholders to achieve qualitatively superior business

Extensive Distribution network and Strong Relationships with domestic and international investors

Process

Structured and disciplined processes to ensure effective execution of strategies

Rigorous investment templates in place for each strategy

Flexibility to tailor solutions and advisory assignments

Expertise

Proven expertise in managing strategies across asset classes

In-depth understanding of businesses and strong linkages with company managements and sell side analysts

Strong in-house research provides depth and breadth of coverage, resulting in superior stock selection

Risk Management

One of the leading risk management capabilities in India: six-member independent team

Risk management aligned to international standards

Emphasis on coherence in risk monitoring & transparency in reporting

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