Abans Growth and Momentum Fund
Fund Snapshot
- Target Return of 15.00-25.00%p.a.
- Investing in high growth listed companies in India
- Long holding period
- Losses controlled by pre-determined stop loss
- Mauritius Domiciled, Share Class of our FSC Regulated Fund
Important Questions and Answers
Where is the Fund regulated
The Fund is domiciled in Mauritius and regulated by FSC
What is the ISIN number of the fund
MU0646S00028
Who administers the fund
The fund is administered by “Apex Fund Services (Mauritius) Ltd”. Apex group is one of the world’s leading fund administrators.
What is the Investment Objective of this fund
The key objective is to build long-term value by focusing on investments in high-growth publicly traded companies in India. By leveraging market research and analysis, the aim is to capitalize on India’s dynamic economic landscape to achieve sustained appreciation and generate substantial returns over time.
What is the Investment Strategy of this fund
The fund invests in equity of companies listed on stock exchanges in India that have fundamentally strong business outlook and are likely to provide higher return. The investment strategy focuses on identifying companies with robust financial health, competitive advantages, and growth potential, leveraging in-depth analysis of market trends and economic indicators. By selectively targeting high-performing stocks, the fund seeks to maximize capital appreciation and deliver superior returns to investors. The fund is overseen by Abans Broking Services Private Limited, a SEBI-regulated financial institution in India, serving as the Portfolio Manager.
Why should I invest in this fund
This fund boost returns on your cash/savings by investing in long term assets for future planning. A professional fund manager handles the day-to-day management, so you don’t have to.
What are the Fees involved
The fund charges a management fee for managing the investments and a performance fee based on the returns above a certain level. These fees ensure that the fund manager is motivated to deliver strong performance for the investors.
Management Fee = 2.50%
(1.75% Mauritius + 0.75% India)
What is the minimum and maximum amount that I can invest
The minimum initial investment in the fund is USD 100,000, with a minimum of USD 10,000 for subsequent investments. However, if you choose to invest through investment platforms like Kristal, Equity Basket, etc., you may be able to invest smaller amounts, depending on the platform’s terms.
How do I invest in the Fund
To invest in the fund, you can either make a direct investment by contacting us and completing the necessary paperwork, or you can invest through platforms like Kristal or Equity Basket. If you choose to invest through a platform, simply follow their investment process, which typically involves creating an account, selecting the fund, and making your investment. Our team is also available to assist you with any questions along the way.
What KYC is done on the investors
We conduct standard KYC checks, as mandated by regulators, to verify the authenticity of the investor—whether an individual or an entity—and ensure that the invested funds are legitimate.
How do I know where my money is invested
Each month, we provide a comprehensive factsheet that highlights the fund’s major investments and details how the assets are allocated, keeping investors informed about the fund’s performance and strategy.
Is there any Exit Fee
Exit after 2 years = No Fee
Exit after 1 year but before 2 years = 2%
Exit before 1 year = 3%
How do I withdraw my investment
You can send a notice by Letter or Email to our service team before the 25th of a particular month to redeem the investment in the next month. The funds will be transferred to your nominated bank accounts by the 7th day of the next month.
How the returns are calculated (value of your fund)
The returns are calculated after all the fees and expenses are deducted. Please see below example:
Funds invested by the client: $100,000
Gross profit generated on the fund after all expenses (for e.g.20% in 2024) = $20,000
Total Asset Under Management after a year = $120,000
Less Expenses + Management Fee at 2.5% = $3,000
Net profit = $17,000 = 17.00% (The actual figure is ~ 18.26% annual return since inception till Dec 24)
How do I find out the performance
We provide clients with a monthly NAV statement, which includes the number of shares held and their current value, ensuring transparency and clarity regarding their investment.
What returns can I expect
This fund has delivered upwards of 15% annual returns in the last 5 years which is correlated with the Indian Economy Growth
What are the risks in investing in this fund
The fund aims to protect investors from losses, but all investments carry some risks. Returns may not be as expected due to changes in asset value, and the fund’s performance can be affected by overall market trends.
What happens if the fund is closed
In the unlikely event of the fund closing, all assets are liquidated and distributed among investors
How long should I keep the money in this fund
As long as you wish and are happy with the fund’s performance and services.
In what currencies can you accept the funds
The fund is denominated in US Dollars. If your funds are in a different currency, you can easily convert them to USD through your bank.
Do you accept investments from all countries
We accept investments from most countries, excluding those that are subject to sanctions.
Our Funds
Abans International Limited
Abans Global
Arbitrage Fund
Capitalizing on arbitrage opportunities
Abans Growth and
Momentum Fund
Investing in high growth listed companies
Abans Investment
and Feeder Fund
Investing in Abans Structured Notes Fund-2
Abans Investment Global Opportunities Fund VCC
Abans Equity
Opportunities Fund
Investment in high growth listed companies in India
Abans Absolute
Return Strategy
Investing in derivatives and AIF
Abans Hedge
Fund
Investing in derivative markets worldwide
