Abakkus is an Alpha Focussed Asset Manager. Abakkus Emerging Opportunities a Mid & Small Cap focused PMS designed to generate alpha and risk-adjusted returns for clients by investing in benchmark agnostic portfolio across Mid & Small Cap companies.

Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
6.98% | 0.84 | 19.77% | 66.67% |
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Portfolio | -0.50% | 8.20% | 17.70% | -4.50% | 31.40% | 35.70% | |||
S&P BSE 500 | -3.2% | 4.1% | 15.4% | 3.3% | 16% | 23.10% |
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 LLP Emerging Opportunities Approach | Mid & Small Cap | Mr. Sunil Singhania & Mr. Aman Chowhan | 31 August 2020 | 2Y 4M | - | S&P BSE 500 | 35.70% | 23 | 12 |
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 | 3.71% | -8.42% | 66.67% | -4.71% | 1.23 | 19.77% | -0.57 | 12.52% | 0.74 | 55.56 % |
Nifty 500 | 1.29% | -7.49% | -6.20% | 1.21 | 8.87% | 0.60 | 51.85 % | |||
Nifty Midcap 100 | -5.50% | -3.12% | -8.62% | 0.93 | -3.07% | -0.22 | 44.44 % | |||
Nifty Smallcap 100 | 1.22% | 5.76% | 6.98% | 0.84 | 1.26% | 0.09 | 55.56 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
AllCargo Logistics Ltd. | 8.34 |
Radico Khaitan Ltd | 6.79 |
Federal Bank Ltd | 6.78 |
Canfin Homes Ltd | 5.99 |
IDFC Ltd | 5.19 |
Top 5 Equity Holdings | 33.09 |
Sector Allocation
Holding | % |
---|---|
Consumer Discretionary | 2.80 |
Insurance | 3.30 |
Banks | 3.50 |
Agricultural Chemicals | 3.60 |
Information Technology | 7.40 |
Cash & Cash Equivalents | 7.50 |
Communication Services | 7.90 |
Materials | 8.80 |
Healthcare Services | 10.20 |
Industrials | 12.60 |
Consumer Staples | 12.90 |
NBFC | 14.30 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 3.40 |
Mid Cap | 9.90 |
Small Cap | 76.50 |
Cash | 10.30 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

From the Founders & Managers of Abakkus Asset Manager LLP PMS
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Disclaimer
#Returns as of 31 Dec 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Sep 22.