An opportunistic fund taking advantage of the market crisis and fall in stock prices due to the pandemic.
+18.94%
3Y annualised returns
+18.07%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
05 Jan '21
Total AUM
₹1.54Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
2.00%
PMS management
CL
Chakri Lokapriya
Managing Director & CIO, TCG AMC
View details
About
20 years of managing Absolute and relative BRIC and Global funds at J.P. Morgan, New York; BNP Paribas Investment Partners, London; Franklin Templeton, India. Currently leading TCG AMC. New York University, Leonard N. Stern School of Business, MBA Finance, New York, 1994 Registered Investment Qualifications: Investment Management License, CF30, CF27, FSA, U.K Managed large ($7billion), plus small funds versus multiple benchmarks. Managing Director & CIO Leadership Roles in building, leading asset management and alternative teams across geographies. Make decisions of operating budgets, regulatory, auditor, legal, and commercials dealings. Business Development for Asset Gathering: Identify, negotiate, inducted Independent Board members regarded for their integrity, presence. Negotiate 3rd party commercials, product positioning and go-to-market strategies. Brand building, media: Road shows meeting institutional, SFO, endowments in US, UK, EU, Asia. Alpha of 3% to 60% over cycles. Consistent 18 year track record of 1st & 2nd quartile fund management. Supervise Business: Hired & supervise investment, marketing, and operating functions and Regulatory Interface in various jurisdictions such as SEC, FSC, SEBI, UK, to set-up, structure domestic, offshore, FPI, FII funds.
Experience
Over 20 years of experience in fund management across the US, UK, and India.
Investment philosophy
Specializes in managing absolute and relative return BRIC and Global funds.
Previously worked at
J.P. Morgan
BNP Paribas Investment Partners
Franklin Templeton
Awards
Maintained a consistent 18-year track record of 1st and 2nd quartile fund performance, generating an alpha of 3% to 60% over cycles.