Acorn (Category III)

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

Key Product Features

Investment Strategy

A bottom-up approach to invest 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 mid caps, Max. 50% in small caps and 10% in large caps (optional)
  • 4x4 Wealth Multiplier Themes:
    i. Capex Maestros
    ii. Phygital Bluechips
    iii. Consumption Czars
    iv. Export Voyagers

Disclaimer: Past performance may or may not be sustained in future. AIF schemes are not guaranteed and assured income schemes. AIF investments are subject to market risks and there is no assurance or guarantee that the objective of the investments will be achieved. For more information on AIF, please write to aifops@sundaramalternates.com

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Securities investments are subject to market risks and there is no assurance or guarantee that the objective of the investments will be achieved.