The fund’s investment universe spans 41 industries, providing broad diversification. It also maintains limited exposure to banks, PSUs, and MNCs compared to other diversified funds.This fund stands out as the industry’s first and only category-specific fund focused on conglomerates, offering an investment opportunity.It will also have a blend of large, mid, and small cap stocks in its portfolio.Conglomerates are multi-generational businesses known for their visionary leadership and robust corporate governance. Their strong business models and access to affordable capital drive sustained growth through scale and diversification. By investing in conglomerates, you tap into their long-term growth potential.
The conglomerate landscape today includes 169 companies spanning 22 sectors and varying market caps. A thematic fund focused on these high-potential companies for long-term value creation offers an effective way to invest in this dynamic space.The fund's investable universe spans 41 industries, targeting around 20 sectors, ensuring strong diversification across a wide range of industries.
Groups in the Conglomerate Universe
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