The SOIC Podcast

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

SOIC

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0:00 | 49:08

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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 best approach to long-term small cap investing.

👉 If you want to understand small cap mutual funds and build a smarter long-term investing strategy, this episode is worth your time.