Shaan Patel Asset Administration launches first Various Funding Fund with a flexi-cap method
The open-ended fund, which works stay on Thursday, has already attracted Rs 25 crore in investor commitments, forward of its official rollout, signaling robust market curiosity.
With a goal corpus of Rs 200 crore, the brand new AIF is designed to cater to Excessive Internet Price People (HNIs) and household places of work searching for a extra agile, data-driven method to fairness investing.
The minimal funding quantity is ready at Rs 1 crore, catering to traders trying to construct long-term wealth via a differentiated, systematic, and forward-looking method.
The fund will observe a flexi-cap technique, investing throughout large-cap, mid-cap, and small-cap shares whereas sustaining a most allocation of 10% per particular person inventory.
The portfolio will stay concentrated, holding simply 12–15 high-conviction concepts pushed by a mix of deep basic analysis and quantitative analytics.On the coronary heart of the fund’s technique is an “clever churning” mannequin, a proprietary method that permits the fund to generate alpha repeatedly alongside a inventory’s development journey.By coming into and exiting positions dynamically primarily based on valuation indicators, the fund goals to scale back common buy prices, lock in earnings, and improve long-term compounding — all whereas actively managing draw back dangers.
“We don’t consider in merely shopping for and holding indefinitely. As an alternative, we actively monitor each place, taking partial exits when valuations stretch and re-entering when alternatives come up — creating a number of factors of alpha technology alongside the way in which,” Shaan Patel, CIO at Shaan Patel Asset Administration, mentioned.
“Our quant-driven indicators information these strikes with self-discipline and precision, enabling us to scale back drawdowns, decrease common prices, and compound returns extra successfully,” he added.
“We firmly consider that the way forward for investing lies in being energetic, data-driven, and adaptive reasonably than passive and reactive. This method empowers us to persistently seize market alternatives whereas defending investor capital on the draw back,” highlighted Patel.
The fund will likely be benchmarked in opposition to the NIFTY 500 Index, and is engineered to persistently outperform it via a scientific, energetic, and adaptive funding model.
The technique aligns with a rising development amongst fashionable traders who’re more and more gravitating towards quant-based and sector-focused funds that may reply to market volatility and faucet into rising themes.
