Friday, September 5, 2014

Reliance Capital Builder Fund - Series C

 Indian equity markets are touching new peaks everyday and there is a significant interest HNI/ Retail investors in Equities. The strong positive equity MF inflows witnessed over the last few months indicate a clear shift in investor preferences and the momentum is expected to continue supported by fundamental factors like GDP recovery, good Q1 Corporate results, positive IIP, lower inflation, huge pipeline of FDI/ FII inflows etc

With a view to benefit from this pro equity sentiment and to offer investors another opportunity to participate in the strategy which closed last week , we are pleased to present our latest NFO ofReliance Capital Builder Fund – Series C a close ended equity fund with a tenure of 3 years from the date of allotment of units.

· NFO Opens Sep 17, 2014

· NFO Closes Oct 1, 2014

The fund strategy will be similar to the previous fund (Reliance Capital Builder Fund – Series B) and the fund will attempt to identify High Growth companies which can generate significant earnings growth over the next 3 years.

Current Market Opportunity:

o India in nascent bull market

o Markets have witnessed a sharp recovery in the recent past but long term valuation still attractive

o GDP and Earnings growth set to be key drivers over the medium term

o Budget proposals like FDI in Railways, Defense etc likely to provide further impetus

o Recovery to lead to new areas of opportunity – Internet, E-commerce, Media etc

'Presenting: Reliance Capital Builder Fund - Series C'

Investment Strategy

Investments focused on high growth companies which have the potential to generate significant Earnings growth across the following key themes:

· Economic Recovery:

o Urban recovery: Consumer discretionary themes like Auto, Retail etc

o Industrial revival: Engineering, Capital Goods etc

· New Businesses – beneficiaries of Govt actions

o Defence

o Railways

o Media

o Internet

· High Capability Companies available at Reasonable Valuations

o Leaders in their segments currently ignored or underpriced

o Long operating history

o Low near term visibility - hence low expectations

Investment Framework of the Fund

The Fund Endeavors to invest into companies with:

· High Growth potential which can generate superior earnings as compared to Sensex or Nifty

· High ROEs or rising ROEs

· High operating leverage

· Sustainable business characteristics with 10-20 year operational track record which are at an inflexion point to scale up

· Good quality managements with no fractured balance sheets

Fund Manager: Sailesh Bhan (Deputy CIO –Equities)

For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call

Leave a missed Call on 94 8300 8300

Leave your comment with mail ID and we will answer them

OR

You can write back to us at

PrajnaCapital [at] Gmail [dot] Com

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Posted by Sameer at 12:18 PM  

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