Pedigree, philosophy, conviction style and live track record for every PM behind India's SIFs. Because the strategy is only as good as the steward.
Bottom-up GARP investing with a structural growth lens. Quality at a reasonable price across mid and large caps.
Early call on capex revival – overweight industrials & defence since 2021.
Trimmed IT services exposure; added select power transmission and EMS names.
"We invest in businesses, not stocks. The market eventually catches up to fundamentals."
Quality-focused hedged-equity construction. Capture 70% upside with 40% drawdown — compounding through cycles.
Built largest long-short book across Indian MFs through Nov 2024 correction.
Added Nifty puts ahead of state election cycle; long bias maintained in financials.
"Asymmetric outcomes come from asymmetric portfolios — hedge what you can't predict."
Macro-driven multi-asset allocation with quantitative regime signals. Discipline over conviction.
Rotated to gold in Q3 2024 ahead of US election volatility – +12% sleeve gain.
Increased gold to 14% from 9%; trimmed global equity sleeve.
"The market doesn't care about your conviction — only your process."
Systematic, rules-based momentum with volatility-adjusted weights. No discretionary overrides.
Pioneered India's first SIF-flavored momentum strategy with monthly rebalancing.
Rotation into PSU rail & defence; cut consumer staples weight to zero.
"Markets reward persistence of trend more reliably than perfection of forecast."
High-quality businesses with embedded options overlays. Compound without losing sleep.
Held 20% cash through Feb 2020 crash; deployed within 6 weeks at lows.
Increased options collar coverage to 80% of equity book.
"The hardest investment decision is doing nothing when everyone else is doing something."
Event-driven catalyst investing. Demergers, spinoffs, management changes — pricing inefficiencies are temporary.
Identified ITC hotels demerger thesis 14 months before announcement.
Built position in Reliance demerger candidates; reducing PSU exposure.
"The best edge in Indian equities is patience with a corporate action playbook."
Profile data is curated from public AMC disclosures, interviews and filings. Track record figures are illustrative for the SIF mandate and proxy schemes. Educational use only — not investment advice.