Abakkus is backed by a 70-member strong research-driven team managing investments across global equities and market cycles. A key member is Aman Chowhan, Senior Fund Manager, with 23 years of experience across organizations like Nippon Life AMC, TAIB Securities, and Tata TD Waterhouse. The team comprises CFA Charter Holders, CA Degree Holders, and domain experts across sectors.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 0.99% | 1.10 | 15.87% | 66.67% |
Abakkus Diversified Alpha Approach PMS
Key People
Sunil Singhania
Founder - CA, CFA Charterholder
Team Profile
Strategy Overview
The Abakkus Diversified Alpha Approach (ADAA) is a unique multi-cap PMS strategy focused on risk-adjusted returns through a diversified yet alpha-seeking portfolio. The strategy deploys a 40:30:20:10 approach—blending large-cap stability with high-conviction small and mid-cap ideas for long-term wealth creation.
- Launch Date: January 16, 2024
- Benchmark: BSE 500 TRI
- Category: Multi Cap / Diversified
- Minimum Investment: ₹50 Lakhs
Portfolio Size: ~30–35 stocks
Investment Philosophy
Abakkus follows a patient, value-conscious philosophy. The firm focuses on identifying underpriced, high-potential growth stocks through a structured yet flexible approach:
- Alpha Generators: Investments target scalable mid-cap companies expected to become future large caps.
- Fundamentally Driven: Emphasis on strong balance sheets, actual earnings vs. expected, and real returns.
- Contrarian Thinking: Willing to be first movers in new opportunities, even during market disinterest.
- Agility: Investment is based on merit, not restricted to sectors or themes.
- Risk-Reward Equation: Return potential is carefully evaluated against underlying risks.
Patience: A ‘buy and hold’ mindset treats stock ownership as a business partnership.
Investment Framework – MEETS
Abakkus employs its proprietary MEETS framework to evaluate and filter investment opportunities:
- M – Management: Evaluate leadership quality, capital allocation, and fairness to minority shareholders.
- E – Earnings: Focus on earnings visibility, structural growth, and companies with profit-doubling potential.
- E – Events/Trends: Analyze macro/micro events, disruption, and thematic triggers.
- T – Timing: Strategic entry and exit based on valuations and market cycles.
- S – Structural: Identify companies with sustainable competitive advantages (moats) and large opportunity size.
5D Investment Process
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Abakkus Asset Manager Private Limited Diversified Alpha Approach | -3.02% | -1.49% | 3.15% | 11.38% | 8.48% | - | - | - | 8.61% |
| S&P BSE 500 TRI | -3.34% | -2.64% | 0.98% | 7.74% | 8.72% | - | - | 8.31% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Abakkus Asset Manager Private Limited Diversified Alpha Approach | Multi Cap & Flexi Cap | Mr Sunil Singhania & Mr Aman Chowhan | 01 January 2024 | 2Y 1M | 1222.15 | S&P BSE 500 TRI | 8.61% | 32 | NA |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | -11.02% | 8.18% | 66.67% | -2.84% | 1.23 | 15.87% | 0.25 | 0.52% | 0.07 | 45.83 % |
| Nifty 500 | -7.33% | 8.32% | 0.99% | 1.10 | 0.39% | 0.07 | 37.50 % | |||
| Nifty Midcap 100 | -6.51% | 8.44% | 1.93% | 0.82 | -1.49% | -0.21 | 45.83 % | |||
| Nifty Smallcap 100 | 4.69% | 8.6% | 13.29% | 0.65 | 5.27% | 0.49 | 54.17 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 39.23 |
| Mid Cap | 24.25 |
| Small Cap | 30.47 |
| Cash | 6.05 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31st Jan 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Dec 25.
