A diversified multi-cap equity strategy aimed at capturing growth across large, mid, small, and micro-cap companies with disciplined risk management.
The strategy aims to generate long-term capital appreciation by investing across large-cap, mid-cap, small-cap, and micro-cap companies while maintaining disciplined risk management and portfolio diversification.
Strategy growth vs Benchmark index
₹100 invested in Jan 2024 has grown to ~₹109, compared to ~₹106 in the BSE 500 TRI.
Abakkus Diversified Alpha Approach follows a proprietary 40:30:20:10 framework for portfolio construction. This framework aims to balance portfolio volatility while maximizing long-term return potential.
Stability from large-cap companies
Growth through mid-cap businesses
Alpha generation from small-cap
Select exposure to micro-cap
High Net-Worth Individuals (HNIs).
Long-term investors.
Investors seeking alpha generation.
Investors comfortable with equity market volatility.
Investors looking for diversified market-cap exposure.
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.