Flexi Cap Fund
Discover our latest products and exclusive schemes designed to meet your every need.
Quality, value, and innovation — all in one perfect package.
Flexi-Cap Scheme
Investing in the Edge. Powered by Data. Backed by Conviction.
SPAM
Investing in the Edge. Powered by Data. Backed by Conviction.
Shaan Patel Asset Management (SPAM) presents its flagship investment offering—a Category III Alternative Investment Fund (AIF) operating under a Flexi Cap Fund strategy. This scheme is built for high-net-worth investors seeking to outperform traditional benchmarks through a disciplined, research-intensive, and adaptive investment process.
The scheme combines the analytical power of quantitative investment strategy models with in-depth fundamental research to create a portfolio that consistently delivers superior risk-adjusted returns over the long term.
We believe that successful investing lies at the intersection of logic, data, and vision—and our investment strategy India approach is tailored to find and invest in the most promising businesses before the market fully recognizes their potential.
Strategy
The Flexi-Cap structure gives us the freedom to invest across the full market-cap spectrum— large-cap, mid-cap, and small-cap—without any fixed allocation. This flexibility allows us to dynamically allocate capital based on prevailing market trends, sector cycles, and stock-specific opportunities.
Our team actively identifies businesses that demonstrate:
- A sustainable competitive advantage
- Strong and improving fundamentals
- Low leverage and prudent capital allocation
- Long-term scalability and earnings visibility
This high-conviction, agile approach is especially effective in uncovering emerging leaders across both established industries and sunrise sectors such as AI, FinTech, Green Energy, and Semiconductors. This approach is ideal for investors seeking long-term investment plans with consistent outperformance.
Investment approach
At the heart of our investment strategy India is a steadfast commitment to identifying companies with a durable competitive advantage identified through a structured, growth-oriented framework rooted in fundamental analysis. Our firm has structured our differentiated process to value future winners across top-performing and high-growth trajectories, prioritizing companies with the capacity to consistently deliver compounding returns.
We believe that markets ultimately reward sustainable growth. As such, we align our portfolio with businesses that demonstrate strong fundamentals, low gearing ratios, and the necessary macro tailwinds for future expansion. We are rigorous in our evaluation methods, emphasizing quantitative investment strategy and high conviction stock picking to achieve significant alpha generation while maintaining downside protection.
We actively explore opportunities in emerging and transformative industries such as Artificial Intelligence, Fintech, Renewable Energy, and other future-building archetypes. These sectors are not only innovation-driven and sustainability-focused but also offer high return alternative investment fund potential over long-term horizons.
We adopt a concentrated portfolio strategy, typically holding 10 to 15 high-conviction positions. This focus allows us to dedicate meaningful attention and resources to each stock, ensuring our investments align with both macroeconomic trends and robust business models.
Sectoral Focus
Specialized Insight. Strategic Impact.
The scheme is structurally inclined toward high-growth, innovation-led, and future-ready sectors that are driving the next wave of value creation:
Artificial Intelligence
FinTech
Green and Renewable Energy
Electric Vehiclels
Semiconductors
Defence
Risk Management
Exposure Discipline:
No single stock exceeds 10% of the portfolio at the time of investment.
Concentration Control:
The portfolio has a hard limit of 30% on cumulative high-conviction positions, reducing idiosyncratic risk.
Leverage Filter:
We only invest in companies with a Debt-to-Equity ratio of less than 0.5, ensuring balance sheet strength and lower financial fragility.
Continuous Monitoring:
We participate in company earnings calls, track financial performance, and dynamically adjust exposures based on new information or shifting market conditions.
Real-Time Analytics:
Quantitative dashboards and alert systems monitor drawdowns, beta exposure, sector tilts, and correlation dynamics.
Minimum Investment
Minimum Ticket Size: ₹1,00,00,000 (₹1 Crore) As mandated by SEBI for Category III AIFs, the minimum investment in AIF per investor is ₹1 Cr, making this scheme suitable for HNIs, Family Offices, and institutional investors seeking sophisticated equity exposure with alpha-generation potential.
Our Edge
Our Strength is Your Advantage.
- Dynamic Allocation Across Market Caps
- High-Conviction, Focused Portfolio (12–15 Stocks)
- Exposure to Future-Facing Sectors
- Institutional-Grade Risk Controls
- Designed to Outperform NIFTY 500 over Long-Term Horizons
Ready to Invest?
If you are an investor looking to stay ahead of the market curve with a strategy built on logic, discipline, and alpha, then this Flexi-Cap Scheme by SPAM is your edge.
Minimum Investment: ₹1 Cr
SEBI Reg. No.: IN/AIF3/25-26/1799
Contact: +91 99795 42430 | info@spam.org.in
Frequently Asked Questions (FAQs)
What is the minimum investment required to start with a Category III AIF?
As per SEBI guidelines, the minimum investment in AIF is ₹1 crore. This ensures that the fund caters specifically to HNIs and institutional clients seeking professional-grade investment strategies.
Is your Flexi Cap Fund a mutual fund or something different?
Our Flexi Cap Fund is not a mutual fund. It is offered under a SEBI Registered AIF structure and is built specifically for HNIs, offering flexibility and active management across market caps.
What type of investors is this fund suitable for?
It is ideal for HNIs, family offices, and institutions seeking high-conviction equity exposure, long-term investment plans, and differentiated strategies like quantitative investment strategy.
How is risk managed in a high return alternative investment fund like this?
We employ strict exposure limits, real-time analytics, leverage filters, and ongoing monitoring to manage risk while maintaining alpha potential.
Is there any lock-in period or exit load?
Category III AIFs generally come with specific exit timelines or lock-in periods defined in the scheme document. These details are shared transparently with each investor at onboarding.
What is the difference between a hedge fund India and a Category III AIF?
A hedge fund is a global term for alternative investment strategies. In India, such structures are regulated under the SEBI Registered Category III AIF framework—our fund operates under this regulatory umbrella.
Do you offer any sector-based AIF investing strategies?
Yes, our portfolio has mostly thematic exposure to high-growth sectors like AI, FinTech, EVs, and Renewable Energy, making it an innovation-driven sector-based AIF investing approach.