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
October 2023

Diworsification: The trap no investor should fall into

The urge to hedge bets when it comes to asset classes or portfolios could lead to spreading oneself too thin, apart from the inherent risk of poor performance from a loss of focus. Consolidation may be a better way to go.
Read Time: 3 minutes
Asset Management
September 2023

Surge in option trading: Is it a systemic risk or price stability tool?

There is increasing debate around the high volumes in the options segment, with many concerned that such high volumes may bring in market turmoil, but we believe that the rise in volumes will help ensure better price discovery, leading to price stabi...
Read Time: 3 minutes
Asset Management
June 2022

How private capital will take the driver’s seat for entrepreneurship in India

In 2021, the Indian startup ecosystem witnessed record inflows of ~$65 billion in PE/VC investments. Alternate investments are increasingly becoming an integral constituent of portfolio allocations within India...
Read Time: 3 minutes
Asset Management
March 2022

The transformation of India’s public equity markets through widespread digital adoption

This 'mainstreaming' of digitalisation will have a profound impact on India's public equity markets. Currently, new-age businesses already listed in public markets add up to a market cap of ~USD 70bn. Over the next few years, we could potentially see...
Read Time: 9 minutes
Asset Management
December 2021

Market-neutral strategy might click in 2022 as bulls and bears engage in a tug-of-war

After a few years of super-normal debt market returns (2015-2018), and now one of the best two-year period in a long time for equity markets (2020-2021), it is time to understand what lies in store for us, and how can one get attractive risk-adjusted...
Read Time: 5 minutes
Asset Management
April 2021

Climate Change - A challenge transcending borders

How much more warming and how many more carbon emissions can the Earth tolerate before experiencing the most destructive effects of climate change? The entire earth – transcending boundaries – is at edge of catastrophic climate risks.
Read Time: 4 minutes
Asset Management
September 2020

Covid has energized adoption of the digital ecosystem – and the change is likely to be permanent

The exigencies of the current situation are moulding our habits and our lifestyles. The Covid crisis has prompted a change in consumption behaviour on how and what we consume across categories and how we pay for them. These changes in user habits are...
Read Time: 5 minutes
Asset Management
May 2020

Coping with the Upcoming Consumer Demand Contraction

With the Covid-19 pandemic, the entire consumption cycle has been disrupted and this is an unchartered territory for most consumer companies which have witnessed a decade of growth. It will take a massive and periodic fiscal stimulus for consumption...
Read Time: 4 minutes

Stay updated with the latest at Avendus