The 30% smallcap tilt: How Abakkus Flexi Cap Fund is positioning for the next rally (opens original article in a new tab)
Abakkus Flexi Cap Fund is increasing its smallcap allocation to capitalize on mispricing, while maintaining a balanced approach across market segments.
- Abakkus Flexi Cap Fund maintains 30% allocation to smallcaps within its 50% SMID exposure.
- The fund targets smallcap mispricing, focusing on high-conviction, beaten-down names for potential growth rally.
- The fund is overweight in financials and underweight in IT services, with a focus on sectoral opportunities like manufacturing and discretionary consumption.
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