The SOIC Podcast

← The SOIC Podcast26 Jul · 49 min

Trust vs Helios vs Abakkus: The Small-Cap Fund Deep Dive

Trust vs Helios vs Abakkus: The Small-Cap Fund Deep Dive26 Jul49 min

Send us Fan Mail What makes small cap mutual funds one of the most rewarding—and most misunderstood—investment categories? In this episode, Ishmohit and Sarthak explain how small caps are defined, why they offer access to India's emerging growth themes, and how to manage the risks that come with them. They compare Trust Small Cap Fund, Helios Small Cap Fund, and Abakkus Small Cap Fund, covering each fund manager's investment philosophy, portfolio construction, liquidity, drawdowns, and the be...