India Capital Growth Fund Limited (B8H)

Overview

India Capital Growth Fund Limited is a close-ended equity mutual fund that was launched and is managed by Ocean Dial Asset Management Limited. The fund strategically invests in the public equity markets of India, focusing primarily on stocks of companies operating across a variety of sectors. With a keen emphasis on mid and small cap companies, it employs a well-defined investment strategy that involves fundamental analysis, along with a bottom-up stock selection approach complemented by a top-down thematic overlay.

The fund's investment strategy is designed to identify and target key factors including structural liquidity, cyclical liquidity, earnings momentum, strong management, sound financials, and competitive advantage in order to establish a robust portfolio. The performance of the fund's portfolio is benchmarked against the BSE Mid-Cap Index, providing investors with a standard for evaluating its performance. The research conducted by the fund is done in-house, ensuring that investment decisions are based on thorough analysis. India Capital Growth Fund Limited was established on November 11, 2005, and is domiciled in Guernsey, Channel Islands.

Products and Services

• Equity Mutual Fund:

  The primary offering of India Capital Growth Fund Limited is its equity mutual fund, which invests in publicly traded stocks within India. This fund is designed for investors seeking exposure to the growth potential of mid and small cap companies, which are often overlooked by larger market funds.

• Research and Analysis Services:

  The fund conducts extensive in-house research, which is a crucial component of its investment strategy. This service involves analyzing market trends, evaluating company fundamentals, and identifying investment opportunities in diverse sectors within the Indian market.

• Portfolio Management:

  India Capital Growth Fund Limited manages its portfolio through a disciplined investment approach that combines fundamental analysis with thematic investing. This provides a well-rounded focus on various financial metrics and market conditions, allowing for informed decision-making.

• Performance Benchmarking:

  The fund benchmarks its portfolio against the BSE Mid-Cap Index, which serves as a performance standard. This allows investors to track the fund's performance relative to the broader market and helps in assessing the success of its investment strategy.