FLAGSHIP FUND
India Core Equity Fund™
An Evidence-Based Framework for Multi-Generational Wealth
“We created ICEQ because we believe multi-generational wealth deserves more than short-term ‘alpha’ chasing. Our rules-based investment engine is designed to reduce behavioral bias and compound capital patiently for decades.”
The Pain Points
The Concentration Trap
Most investors believe they are diversified. In reality, typically both active and passive portfolios are concentrated. Nifty 100 index is weighted by market cap and has 42% concentration in just 8 companies. You are not buying the economy. You are buying a concentrated bet on yesterday's winners.
The Manager-Go-Round
Most investors hold a fund for only 2–3 years. Manager changes and strategy shifts force exits — and trigger taxes. Over 30-40 years, this tax leakage can destroy significant wealth.
The Portfolio Rebalancing
A typical investor's portfolio holds 10-15 overlapping funds. This creates a portfolio of high fees, zero structural advantage, and immense operational complexity.
The Robust Core Allocation
01
Structural Simplicity
ICEQ replaces portfolios of 10+ overlapping funds with a single, diversified core. This reduces decision fatigue, saves time, and lowers operational complexity.
02
Tax Efficiency
The “Stay-Put” architecture minimizes churn. By deferring capital gain taxes, your pre-tax capital compounds for decades, like the endowment model.
03
Ruin Mitigation
The Fund does not optimize for “beating the market” next quarter. It is optimized for survival. The portfolio design mitigates the risk of a single corporate failure impairing your legacy.
Structure
Style
Core allocation for long-term holding.
Vehicle
SEBI AIF Category III (Open Ended).
Holdings
Listed and unlisted companies.
Governance
Rules-based system.
Alignment
Fee options are structured for alignment.
Ways to Access
Distributor / IFA Plan
For investors who value the high-touch service and convenience of their chosen partner.
Direct Plan
For DIY investors, CIOs, and families who partner with us directly.
RIA / PMS Plan
For investors working with a SEBI RIA or PMS and pay for advice separately.
The Cost of Structural Friction
Two portfolios start with ₹100 Cr. Both earn 15% annual returns for 30 years.
Year 0
Year 10
Year 20
Year 30
59%
of potential value retained
₹2,887 Cr
100%
of potential value retained
₹4,859 Cr
↑ investor-triggered exits every ~2 years
— no investor-triggered churn or exits
₹1,972 Cr
lost purely to structural friction
Disclaimer: This illustrates tax-drag mechanics under stated assumptions. Not indicative of portfolio performance.
Frequently Asked Questions
Why not just buy a Nifty ETF?
Indices are momentum strategies that buy expensive stocks (bubbles). The Fund focuses on the “Whole Economy” (150+ stocks) to avoid the concentration risk of the top 8 companies. The Fund prioritizes survival; indices prioritize size.
Is this a Quant fund?
It is “Evidence-Based.” The Fund uses algorithms to enforce discipline and reduce human bias, but our rules are grounded in fundamental financial sciences, not high-frequency trading patterns.
What happens if the market crashes?
The Fund will experience volatility, but our architecture guards against Ruin. The Fund’s radical diversification and hedging mean it does not face the “single stock” blow-up risk that concentrates in standard portfolios.
Discuss ICEQ as a Core Allocation
For the full private placement memorandum (PPM), detailed attributes, live data, and fee structures, please arrange a confidential consultation or contact your financial partner.
ICEQ is offered via private placement. This is a public overview.
