Smart Horizon Opportunity Fund

Returns

After expenses and tax, as Smart Horizon Alternative Investment Trust reports them, to 31 Aug 2026. AIFs report returns on different bases, so compare like with like.

Fund details

Category

Category III

Strategy

Long-only

Market-cap style

Small cap

Asset type

Equity

Benchmark

NIFTY Microcap 250

Fund manager

Om Thakkar

Market-cap mix

• Small cap97.43%
• Cash2.57%

The five largest holdings are 37.91% of the portfolio.

Investment approach

The Fund aims to achieve capital appreciation by investing in assets that are expected to increase in value over the short to medium term, focus on generating income through investments in dividend-paying stocks, adopt risk management strategies to mitigate downside risk and preserve capital while seeking to achieve targeted return, may take advantage of short-term market inefficiencies or mispricing to generate alpha by tactical asset allocation, market timing, or event-driven investing, to capitalize on market opportunities as they arise.

The Fund aims to achieve capital appreciation by investing in assets that are expected to increase in value over the short to medium term, focus on generating income through investments in dividend-paying stocks, adopt risk management strategies to mitigate downside risk and preserve capital while seeking to achieve targeted return, may take advantage of short-term market inefficiencies or mispricing to generate alpha by tactical asset allocation, market timing, or event-driven investing, to capitalize on market opportunities as they arise.

About the fund manager

Mr Om Thakkar — Fund Manager

Om Thakkar is qualified Chartered Accountant (CA) and a member of the Institute of Chartered Accountants of India (ICAI). He has a strong academic foundation in finance and accounting complemented by hands-on professional experience across corporate finance, auditing, taxation and capital markets and equity research. Post qualification, Om began his career with Wipro Technologies, where he worked in the pricing and finance function. Subsequently, Om joined a professional audit and advisory firm, where he gained wide-ranging experience in statutory audits, internal audits and taxation. He has worked across multiple industries including infrastructure, real estate, information technology and healthcare. Alongside his professional experience, Om has developed a strong focus on fundamental equity research and investing. He has also cleared NISM Series XIX-C: Alternative Investment Fund Managers further strengthening his understanding of fund management, alternative investment structures and regulatory requirements.

As the fund house describes it.