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+
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