Arun Chulani, Co-Founder of First Water Capital, discusses the fund s impressive performance, achieving over 90% growth in the last year and 40% CAGR in 3 years. The fund has consistently ranked no.1 on BarclayHedge s Top 10 equity funds. he says: "Our performance is a reflection of our core philosophy, which starts with value, concentration, and betting on a country with long-term tailwinds—that of India."
India s $5 trillion market attracts global investors. Arun Chulani of First Water Capital discusses the country s economic growth, market performance, and potential for foreign investment, positioning India as a key player in global portfolios.
Arun Chulani believes this is India’s decade from a structural basis, and any near-term volatility caused by liquidity flows can in fact create opportunities for FIIs to continue entering the market.
Not only upbeat Q4 numbers, strong FII inflows, attractive valuations, positive guidance from the management, strong global cues are also supporting the action at Dalal Street.