PMS · Equity · Multi Cap
Abakkus Diversified Alpha Approach
Fund size₹1,328 Cr
IRRSince inception11.43%
1Y return20.91%
Fund age2 yrs 7 mo
From the research desk
A stated recipe, not a floating mix
Abakkus Diversified Alpha Approach is Abakkus Investment Managers' PMS strategy built on a stated 40:30:20:10 approach to portfolio construction across market cap segments. Large cap and larger mid cap exposure is used to keep volatility lower, while alpha is pursued through mid, small and micro cap positions, with smaller companies given incrementally smaller weights to manage liquidity.
A stated allocation recipe, not a floating mix
Follows a defined 40:30:20:10 approach to portfolio construction across market cap segments, rather than letting exposure drift wherever bottom up ideas happen to land.
Two jobs, two segments
Lower volatility is sought through large cap and larger mid cap exposure, while alpha creation is pursued specifically through mid, small and micro cap exposure, splitting stability and alpha by market cap band.
Position size shrinks as liquidity does
Smaller capitalisation companies are deliberately given incrementally smaller weights, a liquidity aware sizing rule rather than a flat position limit applied regardless of how easily a stock trades.
Fund Managers
Sunil Singhania
Sunil Singhania
Chairman And Managing Director, Abakkus
Sunil Singhania, CFA, is the Founder of Abakkus Asset Management, LLP, an India-focused Asset Management Company established in 2018. Prior to this, in his role as Global Head – Equities at Reliance Capital Ltd., he oversaw equity assets and provided strategic inputs across Reliance Capital Group of companies including asset management, insurance, AIF and offshore assets. And as CIO – Equities, Singhania led Reliance Mutual Fund (now Nippon India Mutual Fund) equity schemes. Reliance Growth Fund (now Nippon India Growth Fund) grew over 100 times in less than 22 years under Singhania’s leadership. Furthermore, he led Reliance Asset Management (now Nippon Life India Asset Management)Ltd.’s international efforts and was instrumental in launching India funds in Japan, South Korea, and the UK, besides managing mandates from institutional investors based in the US, Singapore, and other countries. He is currently appointed on the IFRS Capital Market Advisory Committee. (2020-2023). He was the Promoter of The Association of NSE Members of India; a body of stock brokers. He served on the Global board of CFA Institute, USA (2013-2019) and as Chairman of the Investment Committee (2017-2019) of the CFA Institute, USA. He also sat on CFA Institute’s Standards of Practice Council for six years, and was the Founder of the Indian Association of Investment Professionals (now CFA Society India) and served as its President for eight years. He is a CA rankholder and a CFA charterholder and graduated in commerce from the Mumbai University.
Managing AUM₹28,185 Cr
Aman Chowhan
Aman Chowhan
Senior Fund Manager, Abakkus
Aman Chowhan is an experienced Indian equity fund manager with over 17 years in the investment industry. He currently serves as a Fund Manager at Abakkus Asset Management Private Limited, a position he has held since 2018. Before joining Abakkus, Aman managed local and offshore portfolios at Reliance Asset Management (now Nippon Life India Asset Management), including a stint at their Singapore office, bringing a regional and global perspective to his investment approach. He has a strong track record across benchmark, absolute long, and long-short strategies. Aman holds an MBA in Finance from K J Somaiya Management Institute and a Bachelor’s degree in Commerce from Mithibai College, Mumbai.
Managing AUM₹31,197 Cr
Growth of₹Cr
Abakkus Diversified Alpha
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Abakkus Diversified Alpha8.42%20.91%5.87%——11.43%
Nifty 500−1.02%4.72%−0.11%——7.18%
Excess over benchmark9.44%16.19%5.98%——4.25%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
20.66%
Benchmark approx 15.73%
A standard deviation reflecting historical swings.
Sensitivity
1.16
Beta vs benchmark 1.00 · 16% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.77
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −13.88%, and recovered on 06 May 2026.
Max drawdowns
−13.88%
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme––−13.88%–06 May 2026–
Benchmark01 Sep 202530 Mar 2026−14.69%210 days––
Scheme
Peak–
Trough–
Depth−13.88%
Fell over–
Recovered06 May 2026
Recovery took–
Benchmark
Peak01 Sep 2025
Trough30 Mar 2026
Depth−14.69%
Fell over210 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
34
P/E ratio
25.26
P/B ratio
3.21
Dividend yield
0.33%
Avg market cap
₹2.02 L Cr
Median market cap
₹45,700 Cr
Asset class
Equity
Market cap
Large cap35.18%
Mid cap31.97%
Small cap28.57%
Cash & others4.28%
As on 31 Aug 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 14.00% gross return.
FixedPlan A · Simple
Fixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upside
Fixed Management Fee1.75% / yr
Performance Fee15% of profit
Hurdle RateAbove 9%
Exit load 1.50% within 1 year, nil after 2 years. Lock-in: Nil.
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