Composite India Fund

Asset Management

Overview-

In April 2018, Ocean Dial Asset Management launched third, daily dealing, sub-fund under its UCITS umbrella, Ocean Dial Composite India Fund. The Fund is an Open-Ended Investment Company (OEIC). 

The Fund portfolio consists of Indian equities and bonds. It comprises of three strategies: 

1. A portfolio of multi-cap listed Indian equities, mirroring Ocean Dial’s existing Gateway to India Fund – Target allocation ~60%

2. AAA domestic rated Indian corporate bonds (traded onshore & offshore) – Target allocation ~30%

3. Ocean Dial’s Systematic India Return Fund – Target allocation upto 10%

The Fund has been seeded with an initial investment of USD 73 million.

Investment Strategy+
Fund Managers+
Asset Management
June 2025

India’s Moment: The Time to Build a Global Luxury Brand is Now

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Asset Management
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Growing interconnectedness of India's public and private financial ecosystems

The market whispers its own narrative while economists shout their forecasts." – Anonymous
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Asset Management
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Fast Moving Consumer Goods: Time for a strategic pivot

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Asset Management
July 2024

Budget gives a boost for capex allocation and fiscal discipline, despite concerns over LGT increase

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Asset Management
July 2024

Balancing Act: Budget addressing tax disparities between asset classes

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Asset Management
June 2024

Will Arbitrage funds continue to enjoy tax arbitrage going forward?

Debt investments get taxed at a higher rate when compared to equities. The rationale being equity investments carry much higher risk and hence such investors need to be appropriately compensated by way of lower taxation.
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Asset Management
January 2024

Low protection cost in the first half of 2024

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Asset Management
October 2023

Diworsification: The trap no investor should fall into

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