Chanakya GIFT City Growth Fund
Is It a Good Time to Invest in Indian or Global Stocks?
ना भूतो न भविष्यति
we believe the best time ever for the Indian economy and its set of innovative firms has come now. The scale of wealth creation in the coming decades in India is likely to be far more than whatever one has seen so far.
Why India, Why Now
Improving robustness of institutional mechanisms due to continuing economic and regulatory reforms in India
Increasing sophistication in demand for various goods and services
Emergence of a new set of enlightened entrepreneurs and managers
Increasing global competition improving quality of products and services
Long-term vision of key Indian decision-makers
The Right Price Is the Right Time
Our margin of safety criteria ensures investment only when future prospects and the likely return on a stock are attractive.
Our in-house algorithm, based on our past investment data, ensures gradual investment in a stock at appropriate price levels.
For us, a disciplined, research-based investment process ensures investment in our stocks always at the right price — and thereby the right time.
Proposed Portfolio Strategy
Allocation
Maximum allocation to unlisted Indian equities: 15%
Maximum allocation to global equities: 15%
At least 85% of the portfolio will be invested in listed Indian equities
Portfolio Weight of a Stock Is a Function Of
Quality of management
Margin of safety, viz. long-term return estimated by us
Risk limits based on the above two factors
Structure & Selection
The open-end fund structure necessitates investment in low-impact-cost stocks; this is to be achieved by means of appropriate portfolio structure and selection of stocks.
Selective investment in high-quality global stocks in knowledge and service businesses at an adequate margin of safety — to avail of value creation in the cutting-edge businesses of the future.
Selective investment in Indian stocks very close to IPO.
Superior risk management.
Ensures a Superior Risk Management Outcome
No Margin Call Risk — Zero external leverage; investors will never get a margin call.
No Illiquidity Risk — Anytime withdrawability of principal and profits; highly liquid investments.
Strong Legal Recourse — The fund is based in strong jurisdictions, giving powerful legal recourse.
No Exit Fee — Easy liquidity, no exit load on withdrawals.
Regulatory Details
SEBI Registered Portfolio Manager · Registration No: INP000006040 · chanakyacapital.in
FAQ
Frequently Asked Questions
What is the Chanakya GIFT City Growth Fund's asset allocation strategy?
The fund invests at least 85% in listed Indian equities, with a maximum of 15% each in unlisted Indian equities and global equities.
How does the fund decide how much weight to give each stock?
Portfolio weight is a function of quality of management, margin of safety (our estimate of long-term return), and risk limits derived from these two factors.
What risk protections does the fund offer investors?
The fund offers no margin call risk (zero external leverage), no illiquidity risk (anytime withdrawability), strong legal recourse through its jurisdiction, and no exit fee on withdrawals.
Does the fund invest in global or pre-IPO opportunities?
Yes. The fund selectively invests in high-quality global stocks in knowledge and service businesses, as well as Indian stocks very close to their IPO, alongside its core listed-equity strategy.
Why does Chanakya believe this is a good time to invest in Indian stocks?
We believe India is entering an unprecedented wealth-creation phase, driven by improving institutional mechanisms, rising sophistication in demand, a new generation of entrepreneurs, growing global competitiveness, and long-term-oriented decision-makers — all filtered through our disciplined margin-of-safety and algorithmic timing approach.