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  • malagupta1918

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    5 months

    Thoughts on Abakkus Smart Flexi Cap Portfolio from Motilal Oswal? (2.5% RIA charges + 0.5% brokerage)

    Hi everyone, I'm considering investing in the Abakkus Smart Flexi Cap Portfolio offered through Motilal Oswal. Would appreciate some feedback on whether this is worth considering. Key details: - Portfolio focuses on top 250 companies by market cap - Holds up to 25 stocks - Benchmark: Nifty 200 - Investment horizon: 3-5 years - Risk profile: Aggressive The charges seem quite high: - RIA charges: 2.5% p.a. (charged as 1.25% every 6 months) - Brokerage: 0.50% + statutory costs Questions: 1. Are these charges justified compared to other similar portfolios? 2. Anyone here invested in this? How has your experience been? 3. Thoughts on their stock selection strategy using the MEETS framework? 4. Current top holdings include Jindal Stainless, Sun Pharma, Polycab, L&T, and Cummins - any opinions on this portfolio composition?
    3

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