Tactical, not just dynamic.
Exposure to Indian equities follows our quarterly, monthly and twice-monthly projections. New positions start small, and a large USD allocation sits alongside Indian fixed income and cash.
Quarterly, monthly, twice-monthly.
Every allocation change is explained to investors in our weekly allocation note.
Set the broad mix
Project the likely path for Indian equities and set the mix across Indian equity, USD assets, and fixed income and cash.
Refresh the view
Update the projection and adjust the allocation as the view sharpens.
Fine-tune exposure
Adjust as bull or bear signals confirm or reverse.
Find and deploy
Research finds overlooked Indian companies. New positions start small and grow only as the market confirms.
Protect and report
Sell into strength, cut exposure when bear signals return, and explain every move in the weekly note.
India’s dynamic asset allocation funds usually shift equity gradually using valuation models, in rupees. We move faster and further, and roughly half the fund sits in USD assets.
An active, risk-managed India allocation.
Suitable investors
- Professional, accredited and high-net-worth investors
- USD-based investors in the Gulf, Africa and beyond
- Moderate risk profile
- Recommended holding period of one to two years, long enough for the allocation process to work through a full market swing
- NRI and OCI investors, within SEBI’s limits for Category I FPIs
Where it fits in a portfolio
- A core India allocation for cautious or capital-focused investors
- Alongside a passive India ETF, to soften drawdowns in the blend
- Within an emerging-markets or Asia sleeve, as an active, risk-managed India exposure
Built to lose less in corrections, while still taking part in rallies.
In steady, broad rallies the fund can trail the index, because it holds less equity. That is the cost of protection.
In corrections, reduced equity exposure and a large USD allocation are designed to limit the fall. When signals confirm a rally, the fund adds equity step by step.
The fund does not guarantee capital protection or any return, and returns may be affected by USD/INR movements.
