What is your expertise in the infotech, pharma and FMCG sectors?
These sectors have not come up overnight. We have been closely watching them for years now, and have found many companies that have created value for investors. We also have a competitive edge in that we have enough investment expertise and good exposure to these sectors, and have made money in them. But aren’t these sectors over heated? Not at all. Besides, our funds are open-ended, giving investors a chance to enter and exit at will. Moreover, investors can switch sectors without any load. For instance, consider an investor who’s put his savings in just one sector fund. If, after a period of time, he feels a few companies in another sector will perform better, what does he do? Why, switch over to the other sectors without incurring a loss. What further growth do you expect in the infotech sector? The infotech industry will continue to grow. Believe me, there’s more money to be made. Consider this: several companies in the world are using infotech to get an edge over their rivals. Thi
