A diversified all-cap equity strategy focused on fundamental investing across large, mid, and small cap companies to generate long-term risk-adjusted returns.
The Abakkus All Cap Approach aims to generate long-term capital appreciation through a diversified portfolio of fundamentally strong businesses across large-cap, mid-cap, and small-cap segments. The strategy follows a benchmark-agnostic approach and focuses on identifying companies with sustainable competitive advantages, strong return ratios, and long-term earnings growth potential.
Strategy growth vs Benchmark index
₹100 invested in Oct 2020 has grown to ~₹322, compared to ~₹315 in the BSE 500 TRI.
The strategy combines a top-down sector allocation approach with bottom-up stock selection. Large-cap investments provide portfolio stability, while carefully selected mid-cap and small-cap companies contribute to alpha generation. The portfolio emphasizes businesses with strong fundamentals, quality management, healthy cash flows, and consistent return on equity.
HNIs seeking professional portfolio management.
Investors with a 3–5 year investment horizon.
Investors looking for diversified equity exposure across market caps.
Investors comfortable with moderate to high market volatility.
Investors seeking long-term wealth creation.
Disclaimer: Past performance may or may not be sustained in the future. Returns are calculated on a TWRR basis and are not verified by SEBI. Investments are subject to market risks.