Strategy C · Balancing · 10–20%

Mid-Cap Growth Equity

Selective mid-caps with sustainable earnings growth, strengthening balance sheets and sectoral re-rating catalysts — the portfolio’s ballast: deeper liquidity and steadier compounding alongside the higher-octane sleeves.

Role in portfolio: Balancing sleeveUpside participation with materially deeper liquidity than the SMID and pre-IPO books
Target allocation: 10–20% of the portfolio
Opportunity: Mid-caps approaching institutional eligibility thresholdsRising FII/DII eligibility and index candidacy bring forced buyers on a knowable schedule
What creates alpha: Threshold plays and sectoral re-ratingPositioning ahead of mechanical demand events, on businesses that justify holding regardless
Investment criteria: Sustainable earnings growth, balance-sheet strengthening, sectoral tailwind, governance qualityGrowth alone is insufficient — the re-rating trigger must be identifiable
Typical holding period: Quarters to years, trigger-dependent
Liquidity: The most liquid equity sleeveSecond line of the fund’s redemption capacity after the cash buffer
Primary risk: Market betaMid-caps track the broad market more closely than SMID — a general drawdown carries this sleeve with it
Exit framework: Exit into the eligibility/index event or on thesis completionMarket liquidity makes exits executable within a quarterly window
Research process: Full pipeline; stage 8 (valuation) carries the weightMid-caps are better covered — the edge is in the trigger calendar, not hidden information
Catalysts: Index inclusion · FII/DII threshold crossings · sectoral re-rating · margin inflection

How the Sleeves Fit Together All Five Strategies