What kind of companies does the Abakkus Personalised Opportunity Specific Strategy invest in?

The Abakkus Personalised Opportunity Specific Strategy invests across large-cap, mid-cap, and small-cap companies that demonstrate strong fundamentals, scalable business models, healthy balance sheets, and long-term earnings growth potential.

What is the minimum investment amount for the Abakkus Personalised Opportunity Specific Strategy?

The minimum investment required for the Abakkus Personalised Opportunity Specific Strategy is INR 50 lakhs, making it suitable for HNIs and sophisticated investors seeking customised portfolio management services.

How is the Abakkus Personalised Opportunity Specific Strategy different from benchmark-driven portfolios?

Unlike benchmark-driven portfolios, the Abakkus Personalised Opportunity Specific Strategy follows a benchmark-agnostic approach focused on selective high-conviction opportunities. The strategy prioritises business quality, valuation discipline, and long-term alpha generation rather than index replication.

Abakkus Personalised Opportunity Specific Strategy 2 | PMS Fund

Q: What is the investment objective of the Abakkus Personalised Opportunity Specific Strategy?

The Abakkus Personalised Opportunity Specific Strategy aims to generate alpha and superior risk-adjusted returns through a benchmark-agnostic multicap portfolio built around selective high-conviction investment ideas.

Q: Who manages the Abakkus Personalised Opportunity Specific Strategy?

The strategy is managed by Sunil Singhania under Abakkus Asset Manager Private Limited, with a strong focus on bottom-up research and long-term investing.

Abakkus Personalised Opportunity Specific Strategy

Distributed through AltPort Experts. Comprehensive fund documentation can be accessed through our research team.

Category PMS

Company Abakkus Asset Manager LLP

Fund Managers Sunil Singhania

Benchmark BSE 500 TRI

Abakkus Asset Manager LLP

Abakkus Asset Manager LLP is an alpha-focused asset manager based in India. Mr. Sunil Singhania founded it in 2018 and called it after the simplest ancient computing device, the abacus. The goal and aim of Abakkus is to become one of India’s most reputable and successful asset managers. This ideology has shaped the Abakkus portfolio’s beliefs: Keep things as straightforward as possible. Be a firm believer in the basics. Focus on the fundamentals and numbers.

Fund Snapshot

PMS Provider Name	Abakkus Asset Manager Private Limited
Benchmark	BSE 500 TRI
Strategy Name	Equity
Product Name	Equity
Date Of Inception	24/09/2020
Age	5.2 Years
Min. Inv. Amount	5000000
Fixed Fees Structure	NA
Fund Manager	Sunil Singhania
1 Month Turnover	0.02
1-Year Turnover	0.38
AUM CR	INR 1454.12

Fund Overview – Abakkus Personalized Opportunity-Specific Strategy

The Abakkus Personalised Opportunity Specific Strategy is a benchmark-agnostic multicap PMS strategy managed by Abakkus Asset Manager Private Limited. The strategy is designed to generate long-term alpha and superior risk-adjusted returns by investing in a selective portfolio of high-conviction equity ideas across market capitalisations.

Managed by Sunil Singhania, the portfolio follows a research-driven investment framework focused on identifying fundamentally strong businesses with scalable growth potential, attractive valuations, and sustainable earnings visibility. The strategy maintains flexibility across sectors and market caps, enabling the fund manager to capture opportunities wherever value emerges.

The Abakkus Personalised Opportunity Specific Strategy adopts a bottom-up stock selection approach backed by deep fundamental research, balance sheet analysis, and disciplined risk management. Instead of following benchmark weights or momentum-driven trends, the portfolio focuses on selective high-conviction investments that can potentially create long-term wealth over market cycles.

The strategy also emphasises valuation discipline and prudent portfolio construction to manage downside risks effectively. By combining large-cap stability with alpha opportunities in mid-cap and small-cap companies, the portfolio aims to balance growth potential with portfolio resilience.

Benchmarking against the BSE 500 TRI, the Abakkus Personalised Opportunity Specific Strategy is suitable for HNIs seeking professionally managed diversified equity exposure with a long-term investment horizon. The minimum investment amount for the strategy is INR 50 lakhs.

Purpose

The investment objective of the Abakkus Personalised Opportunity Specific Strategy would be to generate alpha and risk adjusted returns for client by investing in benchmark agnostic multicap portfolio of selective ideas.

Don't Chase Fads; Focus on What You Get

Trends come and go, and they often disappoint. AltPort Funds encourages you to focus on what you're actually getting from your investments instead of what's popular. By looking at how steady a strategy is, how well it manages risk, and how it performs over time, we help you avoid chasing the latest fads. This keeps your investments on track, no matter what's in at the moment.

	AUM(Cr.)	1M	3M	6M	1Y	2Y	3Y	4Y	5Y	Ince.
Performance	₹1770.45	5.53	27.76	8.18	8.80	8.12	19.05	23.28	21.57	37.24
Benchmark	NA	1.73	12.10	-3.53	-1.96	1.52	12.53	15.29	12.21	18.28

AUM(Cr.)

Ince.

Performance

₹1770.45

5.53

27.76

8.18

8.80

8.12

19.05

23.28

21.57

37.24

Benchmark

1.73

12.10

-3.53

-1.96

1.52

12.53

15.29

12.21

18.28

Abakkus Personalised Opportunity Specific Strategy

Abakkus Asset Manager LLP

Fund Overview – Abakkus Personalized Opportunity-Specific Strategy

Purpose

Don't Chase Fads; Focus on What You Get