Abakkus Smart Flexi Cap Fundamental

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%

Disclaimer: The volatility of the portfolio shall fluctuate in accordance with the overall market conditions and securities in the portfolio. Investors shall abstain from making investment decisions based on such volatility. This advisory portfolio is appropriate for an investor with a high-risk tolerance.