Ocean Dial Systematic Equity Fund

Asset Management

Overview-

In March 2018, Ocean Dial Asset Management India launched its first, monthly dealing, SEBI registered Open Ended Category III AIF, Ocean Dial Systematic Equity Fund.

The Fund aims is to generate capital appreciation over a market cycle, with lower volatility and lesser drawdown than the market. The Fund primarily invests in largest 50 free-float market capitalization stocks, their derivatives and tactically manages market exposure using derivatives or synthetic derivatives of NIFTY 50 Index or other financial indices which are highly correlated to the Benchmark Index. The Fund selects stocks as well as manages equity exposure in accordance with pre-defined rules to remove behavioral biases in investing. 


Investment Strategy+
Fund Managers+
Portfolio Companies+
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
July 2018

India: top of the class investment destination

There is one aspect of investment that all practitioners of this noble art share, which is an immediate attraction to markets that have performed well historically, over those that have done poorly.
Read Time: 5 minutes
Asset Management
March 2020

Fossil Fuels - Lights Turning Amber!

In 2020, a historic transformation which has been underway in the global economy towards cleaner and more resilient economic growth, will see an acceleration led by regulators, creating some momentous implications for investors.
Read Time: 5 minutes
Asset Management
April 2020

Rebuilding the Indian financial ecosystem, post Covid 19 crisis

The impact of the Coronavirus pandemic on the global economy is likely to be significant and widespread. The Indian financial ecosystem will also bear the brunt of this economic dislocation. Only the ability to navigate these turbulent times and reta...
Read Time: 6 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
Asset Management
March 2020

Market valuation is attractive; time to take risk for long term gains

2020 has been a year of unprecedented volatility. Global events such as Covid 19 have made massive dent in sentiment and global markets have corrected sharply. As a result, the valuations have become attractive and provide a great entry point for a l...
Read Time: 3 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
April 2019

Why ESG is a material issue in contemporary financial analysis

Research evidence supports the fact that ESG investing is delivering superior returns and that companies with strong sustainability scores show better operational performance and are less risky. Investment strategies that incorporate ESG issues outpe...
Read Time: 6 minutes

Stay updated with the latest on Avendus