A fundamentally driven equity portfolio focused on emerging businesses across mid and small caps with long-term growth potential.
The objective of the strategy is to create long-term wealth by investing in emerging businesses with strong growth potential. The portfolio focuses on fundamentally sound companies primarily in the mid-cap and small-cap segments that can benefit from India's structural economic growth.
Strategy growth vs Benchmark index
₹100 invested in Aug 2020 has grown to ~₹392, compared to ~₹335 in the BSE 500 TRI.
Abakkus Emerging Opportunities Approach follows a benchmark-agnostic investment strategy with a strong focus on discovering quality businesses before they become market leaders. The strategy allocates nearly 88% of assets to mid-cap and small-cap companies.
High growth orientation
Diversified sector exposure
Active portfolio management
Alpha-focused stock selection
HNIs seeking long-term capital appreciation.
Investors comfortable with higher volatility.
Investors seeking exposure to emerging companies.
Growth-oriented investors.
Investors with a 3–5 year investment horizon.
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.