Dalal & Broacha

D&B India Opportunities Multicap Fund is a SEBI-registered Category III Alternative Investment Fund (reg. IN/AIF3/19-20/0726), managed by Dalal & Broacha Stock Broking Private Limited — a Mumbai-headquartered full-service stockbroking and financial services firm established in 1961. D&B is one of India's oldest and most respected broking houses, serving over 20,000 clients across retail, NRI, corporate, banking, mutual fund, and FII segments. The AIF was launched in December 2019 as the firm's foray into alternative investment management, leveraging its six-decade legacy of equity research and wealth management. The fund follows a multicap long-only equity strategy focused on identifying good businesses with capable management at reasonable prices, with a minimum 2–3 year holding horizon. D&B is registered as both a Portfolio Manager (SEBI Reg. INP000001975) and AIF with SEBI, and is a member of the Bombay Stock Exchange, National Stock Exchange, and CDSL. The fund's registered office is at 83/7, Ground Floor, Soundarya Paramount, 5th Cross, Bengaluru 560003 — the firm's Bangalore branch.

For over five decades, Dalal & Broacha has successfully preserved its core philosophy: Long Term Value Investing, zero speculation, integrity and transparency in all dealings. For the D&B India Opportunities Multicap Fund, the investment approach focuses on delivering superior returns by investing in good businesses with decent management at reasonable prices, with a holding period of at least 2–3 years. The fund pursues long-term growth with a benchmark of NSE Nifty, applying a fundamentals-driven, bottom-up research approach to identify market-leading companies with strong entry barriers, superior management, high returns on capital, low leverage, and a consistent dividend track record.