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Nippon India’s new Innovation Fund will focus on companies that are driving growth and profitability through product, process or business innovations.
The portfolio will have 35-40 stocks from across sectors and will be benchmark agnostic in search of innovators.
Vinay sees a lot of innovation happening in the manufacturing sector as India attempts to win market share. Continuing innovation in financial services and e-commerce platforms offer attractive opportunities too.
Vinay takes a 2-4 year perspective when buying stocks: you need at least a couple of years for your investment thesis to play out right when betting on innovation driven growth, and more than 4 years makes no sense in public money oriented investment vehicles.
Unlike their global peers, Indian innovators are as yet building scale and have huge growth runways ahead of them – which makes them very interesting investment opportunities to consider today.
Kalki Ecosphere has innovated worlds most Efficient Mobile Water Purifiers to help reduce dependency on packaged water bottles and eventually reduce single use plastic pollution generated because of bottled water. https://youtu.be/BZiEqOCrLPA
Sector agnostic, index agnostic, long term oriented, diversified portfolio. Holdings will keep changing over time to have the best innovative cos onboard. India is in the top 3 in many innovative sectors like BFSI, Telecom etc.,
