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%

Read more about Abakkus Smart Premier League Fundamental

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Understand smallcase costs and returns

Understand smallcase costs and returns