Carnelian India Amritkaal Fund

Fund Snapshot

The Objective

“Amritkaal“ is the PM’s 25-year vision (till 2047) for a “New India @100”, ambition being to make India a Viksit (developed) country, marked by

• World-leading growth in GDP & per-capita income
• Balanced urban-rural development
• Developed, advanced & efficient infra
• Embracing latest advancements in technology
• Achieve global geopolitical significance (Vishwa Mitra)
• Climate-sensitive growth, focus on sustainability

Investment Framework

Quality

• Business (PROFITS)
• Management (IMPRESS)

Growth

• Magic – accelerated earnings growth & valuation re-rating
• Compounder – stable earnings growth

Forensic Analysis – CLEAR

• Cash flow analysis
• Liability analysis
• Earnings quality analysis
• Asset quality analysis
• Related party & governance issues

Valuation

• Reasonable valuation
• relative to growth

Portfolio will be designed to leverage opportunities arising from 7 mega trends that we see emerging across 5 sectors.

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