Diversified Alpha Approach

Abakkus Asset Manager Private Limited
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
1 January 2024
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

An investment strategy focused on identifying and acquiring shares in enterprises exhibiting strong fundamental business operations and consistent profit expansion, while prioritizing efficient capital deployment.

Investment Objective

Investment strategy focused on identifying companies with strong business fundamentals and a demonstrated capacity for sustained earnings expansion.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 0.95% -0.24% 1.19%
3 MONTHS 7.32% 5.02% 2.30%
6 MONTHS 2.32% 1.63% 0.69%
1 YEAR 7.67% 7.63% 0.04%
SINCE INCEPTION 10.71% 10.58% 0.13%

Calendar Year Performance

Year Return
CY 2025 7.67%

Financial Year Performance

Year Return
FY 26_YTD 17.09%
FY 25 2.90%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Sunil Singhania

Fund Manager, PMS

Mr. Sunil Singhania, CFA, is the driving force behind Abakkus Asset Management, LLP, an India-centric asset management firm established in 2018. Previously, as Global Head of Equities at Reliance Capital Ltd., Mr. Singhania was responsible for the oversight of equity portfolios and provided strategic guidance to various entities within the Reliance Capital Group, encompassing asset management, insurance, Alternative Investment Funds (AIFs), and offshore asset management. In his capacity as CIO – Equities, he managed the equity schemes of Reliance Mutual Fund (now Nippon India Mutual Fund). Under his leadership, the Reliance Growth Fund (now Nippon India Growth Fund) experienced growth exceeding one hundredfold within a span of less than 22 years. Furthermore, Mr. Singhania spearheaded the international expansion initiatives for Reliance Asset Management (now Nippon Life India Asset Management) Ltd. He played a key role in the introduction of India-focused funds in Japan, South Korea, and the United Kingdom. He also managed mandates for institutional investors located in the United States, Singapore, and other global regions. Currently, Mr. Singhania serves on the IFRS Capital Market Advisory Committee, a position he holds from 2020 to 2023. He was also a Promoter of The Association of NSE Members of India, an organisation representing stockbrokers. His global engagement includes serving on the Global Board of the CFA Institute, USA, from 2013 to 2019, and chairing its Investment Committee from 2017 to 2019. Additionally, he was a member of the CFA Institute's Standards of Practice Council for six years. Mr. Singhania is also the Founder of the Indian Association of Investment Professionals, now known as CFA Society India, where he served as President for eight years. Academically, Mr. Singhania is a Chartered Accountant with a rank and holds the CFA charter. He is a commerce graduate from Mumbai University.

Aman Chowhan

Fund Manager, PMS

With an extensive 17+ year tenure in the Indian equity market, Aman possesses considerable expertise. Prior to his current role at Abakkus, he served as the Portfolio Manager overseeing all domestic and international schemes within Reliance Asset Management’s PMS division (now Nippon Life India Asset Management). His prior experience at Reliance's Singapore office has endowed him with a distinct regional and global investment outlook, supported by a robust performance history across benchmark-relative, absolute return, and long-short strategies. Previous to his engagement with Reliance in 2005, Aman contributed as a Research Analyst at TAIB Securities, Tata TD Waterhouse, and other brokerage entities. Aman holds a Master of Business Administration (MBA) from Mumbai University.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
1 Yrs, 11 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.75%

Hurdle: 9%

Profit Sharing: 15%

Exit Load

Year 1: 1.5%

Year 2: 0%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)