ACORN
Redeemed

A 4-year close-ended fund investing in small and mid-cap stocks* with the objective of generating long-term capital appreciation.

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Key Product Features
  •  Investment Strategy
    A bottom-up approach to investing in companies with the potential to grow from good to great.
  • Strong brand
    High growth businesses, sustainable competitive advantages, niche offerings
  • Sound financials.
    Maintain margins, cash flows and strong balance sheet despite competition.
  • Quality management
    Promoters, management, good corporate governance
Portfolio
  • ~20 high conviction mid and small cap stocks
  • Limited exit window post lock-in (refer to the Fund documents)
  • Min. 50% in midcaps, Max. 50% in small caps and 10% in large caps (optional)
  • 4×4 Wealth Multiplier Themes:
    1. Capex Maestros
    2. Phygital Bluechips
    3. Consumption Czars
    4. Exports Voyagers

* Indicative allocation. Subject to change based on market conditions.

Disclaimer: Securities investments are subject to market risks and there is no assurance or guarantee that the objectives of the investments will be achieved. AIF schemes are not guaranteed and assured income schemes. Investments in AIF are subject to various risks viz. market risk, credit risk, investment risk, etc. and subject to various forces and factors for which the AMC has no control. This is for information purposes only and not a complete disclosure of every material fact, and terms and conditions. It does not constitute a prospectus or information memorandum or an offer to buy any securities or other investments. Please read the fund documents carefully before investing.

Experience What We Can Do for You.