Abakkus Asset Manager – PMS, AIF & Investment Strategies in India

Abakkus Asset Manager a boutique Indian equity investment firm. Explore their Mutual Funds, Portfolio Management Services (PMS), Category III AIFs and Private Equity solutions designed for long term wealth creation and alpha generation

About – Abakkus Asset Manager Private Limited

Abakkus Asset Manager Private Limited is a boutique alpha focused investment firm that specializes in Indian equities. Founded by Mr. Sunil Singhania, Abakkus manages around INR 37,900 crores in long only strategies helping both domestic and international investors grow their wealth.

The firm offers a variety of investment solutions including

• Close ended Alternative Investment Funds (AIFs)
• Portfolio Management Services (PMS)
• Advisory Servicesfor investors across India and abroad
• UCITS Funds

In just seven years Abakkus has made a name for itself in the Indian equity market through disciplined investment processes, structured frameworks and a consistent focus on performance.

The team’s goal is simple to generate alpha while managing risk so investors can achieve their financial objectives confidently

Awards & Recognition

• Silver Employer Award – CFA Employer Recognition Program 2024 & 2025
• Abakkus Emerging Opportunities Fund-1 (Mid & Small-Cap) – 1st Rank in performance in 2023 & 2024
• Abakkus Growth Fund-1 (Allcap) – 2nd Rank in performance in 2022 & 2023
• Abakkus Growth Fund-2 (Allcap) – 2nd Rank in performance in 2025

About the Founder 

Sunil Singhania – Founder, Abakkus Asset Manager Private Limited

Sunil Singhania is an experienced investment professional with a proven track record in Indian equities. Before founding Abakkus he was the Chief Investment Officer – Equities at Reliance Nippon Life Asset Management (now Nippon Life India Asset Management), overseeing equity assets of approximately USD 11 billion

• He has held prominent positions in the global investment community including being the first Indian appointed to the Global Board of CFA Institute, USA (2013-2019) and serving as Honorary Chairman of the Investment Committee of CFA Institute (2018-2019)
• He has been recognized as one of India’s leading fund managers receiving Outlook Business awards in 2016 and 2017 for outstanding long term performance.
• He is a Chartered Accountant (CA) and CFA charterholder, and has served in advisory roles such as a member of SEBI’s Alternative Investment Policy Advisory Committee (AIPAC) and the Association of National Exchanges Members of India (ANMI)
• Additionally he is afounding member of the Association of Portfolio Managers of India (APMI)

Investment Philosophy – Abakkus Asset Manager

At Abakkus Asset Manager the investment philosophy is built on disciplined research, fundamental analysis and a long term perspective. The firm aims to generate alpha by investing in quality businesses with sustainable growth while carefully managing risk

• Alpha Generation – Abakkus identifies fundamentally underpriced growth companies including scalable mid caps with the potential to outperform the market
• Fundamentals Driven- Investment decisions are guided by rigorous bottom up research focusing on balance sheets and earnings rather than market noise
• Contrarian Perspective – The firm seeks early or unique opportunities avoids chasing trends and invests across sectors, market caps and business cycles
• Agility & Flexibility – Each opportunity is assessed on its own merits allowing adaptability to changing market conditions
• Patience & Partnership – Abakkus adopts a buy and hold mindset treating investments as partnerships rather than short term trades
• Risk Reward Discipline –  Every investment is evaluated for risk reward alignment ensuring that expected returns justify the price paid

Abakkus’ Unique MEETS Framework

Abakkus Asset Manager follows the MEETS framework to guide disciplined investment decisions focusing on growth potential and risk management.

• M – Management – Evaluates the quality, capability and track record of management, capital allocation (capex vs ROE), capital distribution fairness and distinguishes business errors from intentional missteps
• E – Earnings – Assesses quality of earnings, actual vs expected results, cyclical vs structural earnings and identifies companies that can double profits or halve EV/EBITDA within four years
• E – Events & Trends – Monitors stock movements due to events, upcoming developments, and disruptive trends or new themes for investment opportunities
• T -Timing – Recognizes that price matters examines current valuation, market discounting and optimal investment horizon
• S – Structural – Evaluates market opportunity size, competitive positioning, moat and consistent profit growth

Abakkus Asset Manager – Investment Offerings

Abakkus Asset Manager provides a range of investment solutions for individual, institutional and high net worth investors including

• Mutual Funds – Equity and hybrid schemes aimed at long term wealth creation
• Portfolio Management Services (PMS) – Tailored portfolios for active management based on individual risk return profiles
• Alternative Investment Funds (AIFs) – Category III AIFs targeting alternative assets for portfolio diversification
• Private Equity Funds (PEFs) – Category I & II AIFs investing in high growth private companies for long term capital appreciation
• Registered Investment Advisor (RIA) – Advisory services on wealth management, asset allocation and financial planning
• Institutional Solutions – Customized strategies for corporate, educational and government mandates

Abakkus Portfolio Management Services (PMS) -Investment Strategies

Abakkus Asset Manager offers discretionary PMS for high net worth individuals and institutions primarily investing in listed Indian equities. The PMS focuses on long term wealth creation and alpha generation through disciplined, research driven strategies aligned with the MEETS Framework

1. All Cap Approach

A benchmark-agnostic, diversified all cap portfolio combining a bottom up stock selection with a top down sector perspective. Large cap stocks provide stability while broader market companies with sustainable businesses and high ROEs aim to generate alpha.

Typical holding period is 3-5 years

2. Emerging Opportunities Approach

Focused on mid and small cap companies, this benchmark-agnostic portfolio invests in businesses that meet at least two of three strict criteria (15:15:15 discipline). Emphasis is on 2nd or 3rd players in sectors at a discount to leaders. Designed for alpha generation over a 3-5 year horizon

3. Diversified Alpha Approach

Utilizes a 40:30:20:10 portfolio construction methodology to capture opportunities across all market caps. Focuses on high growth sectors combining core large cap holdings with mid, small and micro cap exposure to generate alpha while managing volatility through careful position sizing

Abakkus Alternative Investment Funds (AIFs) – Investment Strategies

Abakkus Asset Manager acts as Investment Manager to multiple SEBI registered Category I, II and III AIFs focusing here on its Category III offerings. Since launching its first scheme in 2018, Abakkus has raised capital from domestic and offshore investors across multiple Category III AIFs. These funds follow a disciplined research driven investment approach aligned with the MEETS Framework targeting long term wealth creation and alpha generation

1. Growth Fund -1

A benchmark agnostic diversified portfolio of 30-40 companies combining bottom up stock selection with top down sector insights. Large cap holdings provide stability while broader market companies with strong ROEs aim to generate alpha. Single stock exposure is capped at 10%, and sector exposure at 30%. Typical holding period is 3- 5 years

2. Emerging Opportunities Fund -1

Focused on mid and small cap companies this portfolio uses the 15:15:15 discipline to select companies meeting at least two of three criteria. It typically invests in 2nd or 3rd players in a sector at a discount to leaders with risk management caps similar to Growth Fund -1

3. Growth Fund -2

A flexi cap diversified portfolio of ~30 companies blending bottom up stock picking with a differentiated large cap strategy. Single stock and sector exposure limits are maintained at 10% and 30% respectively with a 3-5 year holding horizon

4. Diversified Alpha Fund

A benchmark-agnostic portfolio of ~40 companies using a 40:30:20:10 allocation strategy to capture opportunities across market caps. Large cap exposure is managed via a differentiated contra approach while mid and small caps provide alpha potential

5. Diversified Alpha Fund – 2

Adopts a stringent stock selection process using the 40:30:20:10 methodology. The fund focuses on growing sectors, core holdings and diversified mid, small and micro-cap exposure. Position sizing and risk discipline reduce volatility while targeting long term alpha

Conclusion

Abakkus Asset Manager Private Limited has established itself as a trusted and disciplined investment partner in the Indian equity market. With a strong focus on research driven strategies, long term wealth creation and risk managed alpha generation, Abakkus offers a comprehensive suite of investment solutions for individuals, institutions and high net worth investors. Guided by the MEETS Framework the firm combines rigorous fundamental analysis, contrarian insights and portfolio diversification across market caps and asset classes. Whether through Mutual Funds, PMS, AIFs, Private Equity or Advisory services, Abakkus remains committed to helping investors achieve their financial goals with confidence, transparency and consistency

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