FRANKLIN India Long Short Equity AIF

A Product with Absolute Return with Low Downside Risk

Key Attributes

Structure: Open Ended

Portfolio Construct: Net exposure to Equity will typically be between 10% — 50%, Can be zero/negative if very bearish

Fund Manager Name: Mr Naganath Sundaresan

Fund Manager Experience: Total Exp – 30+ Years

Fund Manager Qualification: Naganath has a Bachelor’s degree in Commerce from Madras University and a PGDM from the Indian Institute of Management, Ahmedabad.

Investment Objective

Capital appreciation in the medium to long term, from a portfolio that is constituted of equity, equity related securities and derivatives of companies/issuers domiciled in India, together with lower volatility of returns, as compared to the broader stock market.

Investment Philosophy

• Fundamental – Study of a company’s financial metrics; competitive positioning; growth prospects; quality of management; corporate governance; brand equity; pricing power; among others.

• Technical – Study of price charts to discern likely near term and medium term price trends of a security/derivative based on various technical indicators and parameters.

• Quantitative – Study of data relating to companies, sectors and the economy to try and determine volatilities of, and correlations between, various factors that are likely to affect the risk and return of a security/derivative

 

Aim for Absolute Return with Low Downside Risk – Objective is to achieve capital appreciation in the medium to long term from equity, equity-related securities and derivatives of companies domiciled in India, together with lower volatility of returns as compared to the broader stock market.

Don’t Just Invest. Make an Informed Decision.