Our fund

We offer a long-only equity fund to capture small and mid-cap. investment opportunities in India:

MARVAL GURU FUND

Indian Small & Mid-Cap. Equities

The Marval Guru Fund has strategically developed a '20-year portfolio' with the vision of capitalizing on India's transition from an emerging to a developed economy. This portfolio primarily focuses on investing in high-quality companies within the small and mid-cap sectors. These selected companies are characterized by their dominant market shares, robust generation of free cash flow, minimal to no debt usage, exceptional returns on invested capital, and are acquired at valuations that reflect their true worth. In the context of India's rapidly growing economy, small and mid-sized enterprises that occupy leadership positions are poised for significant growth and compounding opportunities over the coming decades. In most instances, the founders of our holdings have a significant ownership stake aligning their economic interests with the Fund.



To preserve capital during the market's euphoric periods and grow capital over the long-term by being opportunistic during periods of weak company sentiment or overly pessimistic markets.

PORTFOLIO OBJECTIVE

INVESTOR SUITABILITY FOR OUR FUNDS



For patient investors who can handle considerable amounts of volatility and have a long-time horizon. The funds are concentrated and invested in small and mid-cap. equities which fluctuate more than the leading indices that hold sizeable portions in large companies.