Benchmark: Nifty 500 Total Return Index
Investment Style: Small & Mid (SMID) cap portfolio, Beta management with 25% shorting option
Investment Approach:
A Small & Mid (SMID) cap long-short strategy which will benefit from dynamic rebalancing between small & mid cap securities along with long & short option via extensive usage of derivative strategies within SEBI’s prescribed regulatory limits
Key Highlights:
✔ First-of-its-kind strategy in India with SMID cap focus.
✔Tactical long-short bets on mid caps and strategic on small caps.
✔Dynamic portfolio rebalancing to manage market volatility.
✔Short positions of up to 25% for alpha, diversification, and reduced drawdowns.
✔Blend of arbitrage and derivative strategies, no leverage.