About the smallcase

The objective of the investment advisory portfolio would be to endeavor to generate alpha and risk adjusted returns for investors by creating a benchmark agnostic portfolio predominantly within the Top 250 companies. To invest in growth companies where profitability is expected to grow higher than market average


PORTFOLIO CHARACTERISTICS

  • Benchmark agnostic diversified portfolio
  • Fundamental based ideas picked via a bottom-up approach
  • Investment universe predominantly within Top 250 companies with focus on alpha generation along with stability and liquidity
  • Select exposure in smaller companies to generate additional alpha
  • Endeavor to generate alpha and wealth creation with typically 3-5 years holding period
  • Differentiated Portfolio adhering to our "MEETS" Framework
  • Portfolio of ~25 companies, single stock exposure limited to less than 10% and sector exposure limited to below 30%


Past Performance vs 

Equity Large Cap

1m3m6mmax
Current value of ₹ 100 invested once
at launch

Aug 1, 2021

would be
Abakkus Smart FlexiCap
₹ 102.02
Equity Large Cap
₹ 101.70
AugSepOctNovDec2022FebMarAprMay100105110115

Note: All performance graphs & numbers are calculated using only the live data and includes rebalances. Past performance doesn't include cost or guarantee future returns.