Abakkus Diversified Alpha Approach

Abakkus Diversified Alpha Approach follows a disciplined 40:30:20:10 approach to portfolio construction designed to capture opportunities across market capitalization while maintaining diversification and risk discipline. The strategy invests across large cap, mid cap, small cap and micro cap companies with indicative allocation of approximately 40 percent to large cap, 30 percent to mid cap, 20 percent to small cap and 10 percent to micro cap stocks. Large cap and larger mid cap exposure aims to provide stability and lower volatility while alpha creation is targeted through selective exposure to mid, small and micro cap companies. Portfolio construction typically includes around 40 stocks with indicative position sizing of about 4 percent for large cap stocks, 3 percent for mid cap stocks, 2 percent for small cap stocks and about 1 percent for micro cap stocks, ensuring diversified exposure and disciplined position sizing. The strategy follows fundamental research based investing with bottom up stock selection and focus on companies with sustainable businesses, strong balance sheets, reasonable growth expectations and value unlocking opportunities. Illustrative holdings include companies such as Vedanta Limited, State Bank of India, Axis Bank, Larsen and Toubro, HDFC Bank, Cummins India and Bharti Airtel. Sector agnostic. Market cap combination of large cap, mid cap, small cap and micro cap.