Student-Run Investment Fund
The Masters’ Union Investment Fund is a fully student-run fund with Assets Under Management worth Rs. 5 Cr.
Investment classes include:
Venture Capital
- Crypto &
Blockchain
- Public and
Private
Equities
- Fund of
Funds
equity
fixed income
REITs/InvITs
Crypto/NFT
commodities
startups
derivatives
real estate
Philosophy
The Committee’s philosophy regarding investment risk, consistent with modern portfolio theory, is that risk cannot be eliminated but should be managed and that stakeholders have the obligation to utilise risk efficiently.
The core value of the fund includes:
- Educating the members and
students of Masters’ Union on different investment methodologies and portfolio management
- Setting up key
financial goals
- Exploring new and
upcoming areas of investment
Investment Methodologies
The Fund Managers of the student-led fund have full responsibility for investment-related matters based on the defined asset class. The investment philosophy of the Committee is to create a management process with sufficient flexibility to capture investment opportunities as they may occur, yet maintain reasonable parameters to ensure prudence and care in the execution of the investment program.
The fund follows a stringent process for capital allocation and investment in a particular asset class involving the following steps:
- 1 EIC fundamental analysis
- 2 Technical analysis
- 3 Peer and mentor review
- 4 Voting for investment
- 5 Approval from the fund chairperson
EIC(Economy/Industry/
Company) Research
Peer/Advisor/Mentor
Review
Capital Call
Initiation
Approval/
Reject
Funds Allocation &
Successful Investment
Media Mentions
Gurugram B-school creating a student-managed micro fund to
28
April, 2020
Masters’ Union School of Business sets up India’s largest student-managed investment
27
April, 2020
India's largest student-managed investment fund
4
May, 2020
Rs 5-crore investment fund launched by Gurugram biz school
27
April, 2020