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Dalal & Broacha India Opportunities Multi-cap Fund AIF Strategy is a CAT III – LONG ONLY Alternative Investment Fund with a focused equity investment approach.

It follows the benchmark Nifty 50 and has delivered a 1-year return of 1.28%. The strategy emphasises investing in high-quality businesses with long-term growth potential.

The total AUM of the fund stands at an Undisclosed Amount, reflecting strong investor confidence.

The Dalal & Broacha India Opportunities Multi-cap Fund AIF Investment Approach aims to generate sustainable returns by identifying businesses led by visionary founders.

This disciplined, research-driven strategy aligns with Dalal & Broacha’s philosophy of quality and conviction-based investing.

Dalal & Broacha India Opportunities Multi-cap Fund AIF Strategy or Investment Approach - AIF Details

Strategy Name

India Opportunities Multi-cap Fund

Start Date

05-Dec-19

Category

CAT III - LONG ONLY

Benchmark

Nifty 50

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.1 Crore

Fund Manager

Mr Milind Karmarkar

1 Yr. Return

1.28%

3 Yr. Return

15.10%

5 Yr. Return

19.70%

Dalal & Broacha India Opportunities Multi-cap Fund Alternative Investment Fund - Fund Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

Not Disclosed

Portfolio Age

5 Yrs, 4 Months

SIP

NA

STP

NA

Average Market Cap

Not Disclosed

Dalal & Broacha India Opportunities Multi-cap Fund AIF Strategy - Cost or Charges

Fixed Fees

1.50% of Fund Value

Variable AMC

NA

Variable Profit Sharing

NA

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Dalal & Broacha India Opportunities Multi-cap Fund AIF Investment Approach - Portfolio Composition

Large Cap

Not Disclosed

Mid Cap

Not Disclosed

Small Cap

Not Disclosed

Cash & Equivalent

Not Disclosed

Check out Business Opportunities with Similar Brands

Dalal & Broacha India Opportunities Multi-cap Fund Alternative Investment Fund Strategy - Top 5 Sectors

Industrial Products

Not Disclosed

Refineries

Not Disclosed

Financial Services

Not Disclosed

Utility non electric

Not Disclosed

Capital Goods

Not Disclosed

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