India’s equity markets continue to create opportunities across large-cap stability, mid-cap growth, and emerging small-cap businesses. But identifying the right mix is where most investors struggle. That is exactly where professionally managed portfolio strategies like the
Abakkus All Cap Approach aim to stand out.
Managed by
Abakkus Asset Manager Private Limited, this PMS strategy combines deep fundamental research, benchmark-agnostic investing, and disciplined portfolio construction to build a diversified all-cap portfolio. Backed by one of India’s most recognised equity investors,
Sunil Singhania, the strategy focuses on long-term alpha generation through high-conviction investing.
For investors looking to access curated PMS opportunities with guidance, onboarding support, and simplified access,
ALTPORT Funds provides a seamless platform to explore strategies like the Abakkus All Cap Approach.
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What is the Abakkus All Cap Approach?
The Abakkus All Cap Approach is a diversified PMS strategy that invests across large-cap, mid-cap, and small-cap companies. Unlike benchmark-heavy portfolios that closely mirror indices, this strategy follows a benchmark-agnostic approach. That means the investment team has the flexibility to identify opportunities wherever they see strong long-term value.
The portfolio is built using bottom-up stock selection supported by Abakkus’ proprietary
MEETS framework. The strategy aims to create wealth over a 3–5 year investment horizon by focusing on companies with sustainable business models, improving earnings quality, strong management capability, and attractive valuations.
With a minimum investment of
Rs 50 lakh, the strategy is designed for sophisticated investors seeking actively managed equity exposure.
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Portfolio Allocation Strategy
The Abakkus All Cap Approach follows a balanced all-cap allocation strategy designed to capture opportunities across market segments. The portfolio combines the stability of large-cap businesses with the growth potential of mid-cap and small-cap companies. This diversified structure helps the strategy participate across market cycles instead of depending heavily on a single segment of the market.
| Market Cap Allocation |
Portfolio Weight |
| Large Cap |
51% |
| Mid Cap |
28% |
| Small Cap |
13% |
| Cash & Equivalents |
8% |
The higher allocation toward large caps adds portfolio resilience, while selective mid-cap and small-cap exposure aims to generate long-term alpha opportunities through emerging businesses.
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The Investment Philosophy Behind Abakkus
One of the strongest differentiators of Abakkus is its investment philosophy. The team does not simply chase momentum or trending sectors. Instead, they focus on the relationship between risk and reward.
The philosophy starts with a simple question:
Is this stock worth the price being paid?
This approach separates a “good company” from a “good investment.” A company may be fundamentally strong, but if the stock is overvalued, future returns may still disappoint. Abakkus places significant importance on valuation discipline while searching for businesses capable of long-term earnings growth.
The strategy also takes a flexible and opportunistic approach. Instead of sticking rigidly to one market theme, the investment team evaluates each opportunity individually. This allows them to identify emerging sectors, disruptive trends, and underappreciated businesses early.
Contrarian investing also plays an important role. The team often looks for opportunities where market sentiment is weak but long-term fundamentals remain intact.
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Understanding the MEETS Framework
The Abakkus investment process revolves around its proprietary
MEETS framework, which guides portfolio selection and risk evaluation.
| Framework Element |
Focus Area |
| Management Quality & Capability |
Capital allocation and governance quality |
| Earnings Quality |
Sustainable and genuine profit growth |
| Events & Trends |
Emerging themes and market disruptions |
| Timing Considerations |
Entry valuation and market pricing |
| Structural Analysis |
Competitive advantage and scalability |
The framework helps the investment team maintain discipline across market cycles instead of reacting emotionally to short-term volatility. It also ensures that every stock added to the portfolio passes multiple layers of qualitative and quantitative analysis.
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The 5D Investment Process
Abakkus follows a detailed investment process known as the
5D framework.
| Stage |
Purpose |
| Discover |
Identify opportunities from a large investment universe |
| Delve |
Conduct detailed company and sector research |
| Develop |
Perform macro and micro analysis |
| Detail |
Build diversified portfolios with risk controls |
| Deliver |
Monitor, review, and manage investments continuously |
The process begins with screening thousands of companies before narrowing them down through financial analysis, management meetings, valuation studies, and risk assessments. The final portfolio is built with careful attention to diversification, liquidity, and sector balance.
This structured process-driven investing style is one reason Abakkus has attracted attention among long-term serious investors.
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Sector Diversification and Top Holdings of Abakkus All Cap Approach
One of the key strengths of the strategy is sector diversification. The portfolio spreads investments across banking, financial services, pharma, telecom, infrastructure, and technology sectors. This reduces concentration risk while allowing participation in multiple growth themes within the Indian economy.
| Top Holdings |
Sector |
| HDFC Bank Limited |
Banking |
| Axis Bank Limited |
Banking |
| State Bank Of India |
Banking |
| Sun Pharmaceutical Industries Limited |
Pharmaceuticals |
| Larsen & Toubro Limited |
Infrastructure |
| HCL Technologies Limited |
Technology |
| Bharti Airtel PP Limited |
Telecom |
| Aditya Birla Capital Limited |
Financial Services |
| Max Financial Services Limited |
Financial Services |
| IIFL Finance Limited |
Financial Services |
The strategy focuses on fundamentally strong businesses with sustainable earnings potential and scalable growth opportunities.
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Experienced Leadership and Investment Team
The Abakkus All Cap Approach is managed by a seasoned investment team led by some of the most experienced professionals in the Indian equity market. The team combines institutional investing expertise, deep research capabilities, and long-term portfolio management experience across multiple market cycles.
Sunil Singhania - Founder and CIO
Sunil Singhania is one of the most recognised names in Indian equity investing. Before founding Abakkus Asset Manager, he served as the Chief Investment Officer of Equities at Reliance Nippon Life Asset Management, where he oversaw nearly USD 11 billion in equity assets.
He has also contributed significantly to India’s investment ecosystem through his involvement with SEBI committees, APMI, and the CFA Institute. Sunil Singhania was the first Indian professional to serve on the Global Board of the CFA Institute between 2013 and 2019.
Known for his long-term investing approach and strong focus on fundamentals, he plays a central role in shaping the investment philosophy and research framework at Abakkus.
Aman Chowhan - Senior Fund Manager
Aman Chowhan brings more than 17 years of experience in Indian equity markets. He is an MBA graduate from Mumbai University and has worked across both domestic and offshore investment mandates.
Before joining Abakkus, he was associated with Reliance Asset Management’s PMS division, where he managed local as well as offshore investment strategies. He also worked from Reliance’s Singapore office, giving him broader exposure to global investing perspectives.
His experience spans benchmark strategies, absolute return portfolios, and long-short investing approaches. Prior to Reliance, he worked with firms including TAIB Securities and Tata TD Waterhouse in research and analytical roles.
Hitesh Arora - Fund Manager
Hitesh Arora brings strong institutional and analytical expertise to the investment team. He has previously worked with globally recognised financial institutions including Morgan Stanley, J.P. Morgan, Deutsche Bank, and Unifi Capital.
He completed his MS in Financial Engineering from Columbia University during 2009–2010, adding quantitative depth to his investment approach. His background includes portfolio strategy, derivatives, banking, trading, and risk management.
At Abakkus, he contributes to research, portfolio construction, and investment analysis across sectors and market capitalisations.
Together, the broader Abakkus investment team brings nearly 300 years of combined experience across investment research, strategy
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Risk Management Approach
Abakkus places strong emphasis on risk management alongside return generation. Instead of focusing only on market momentum, the strategy evaluates multiple layers of risk before making investment decisions.
| Risk Type |
Approach |
| Company Risk |
Deep fundamental research and balance sheet analysis |
| Valuation Risk |
Strict discipline against overpaying |
| Market Risk |
Long-term investing focus instead of market timing |
| Liquidity Risk |
Portfolio designed with 3–5 year horizon |
| Concentration Risk |
Diversification across sectors and stocks |
The strategy avoids what Abakkus calls the “four Cs”:
- Chase Momentum
- Churn Unnecessarily
- Copy & Mimic
- Credit Risk
This disciplined approach helps maintain portfolio quality across volatile market environments.
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Abakkus All Cap Approach - Fee Structure and Investment Details
The Abakkus All Cap Approach offers both fixed-fee and performance-linked fee structures, giving investors flexibility based on their investment preferences.
| Investment Details |
Information |
| Minimum Investment |
INR 50 Lakhs |
| Benchmark |
BSE 500 TRI |
| Investment Horizon |
3–5 Years |
| Custody Partners |
HDFC Bank, Kotak Mahindra Bank, ICICI Bank |
| Exit Load (0–12 Months) |
1.5% |
| Exit Load (Post 12 Months) |
Nil |
Fee Options
| Fee Type |
Structure |
| Fixed Fee Model |
2.50% p.a. of AUM |
| Variable Fee Model |
1.75% p.a. of AUM + 15% performance fee above 9% hurdle rate |
The performance-linked structure aligns investor outcomes with portfolio performance while maintaining disciplined risk management.
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About Abakkus Asset Manager
Abakkus Asset Manager Private Limited is a SEBI-registered Portfolio Manager and Investment Advisor. The firm also manages several SEBI-registered Alternative Investment Funds and operates a branch office in GIFT City registered with the IFSCA.
Beyond investing, the organisation actively participates in industry associations such as:
The firm has also undertaken multiple social initiatives across environmental sustainability, financial education, and child welfare programs.
Abakkus has additionally received industry recognition through the CFA Employer Recognition Program and PMS AIF World rankings across several fund categories.
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Why Investors Are Exploring PMS Through ALTPORT Funds
Alternative investing can often feel complicated due to paperwork, fragmented access, and lack of transparency. ALTPORT Funds simplifies this process by helping investors discover, evaluate, and access curated PMS, AIF, and alternative investment opportunities in one place.
From onboarding support to manager access and product insights, the platform is designed to make alternative investing more structured and transparent for serious investors.
For investors exploring professionally managed equity strategies like the Abakkus All Cap Approach, ALTPORT Funds creates a smoother and more informed investment journey.
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FAQs
How does Abakkus stand out from other asset managers?
Abakkus uses a research-driven investment approach built around its proprietary MEETS framework. The strategy focuses on fundamentals, disciplined valuation, and long-term wealth creation instead of momentum-based investing.
Who leads the Abakkus investment team?
The investment team is led by Sunil Singhania, former CIO of Equities at Reliance Nippon Life Asset Management, along with experienced professionals like Aman Chowhan and Hitesh Arora.
What is the ideal investment horizon for the Abakkus All Cap Approach?
The strategy is designed for a long-term investment horizon of approximately 3–5 years.
What type of investor is this strategy suitable for?
The strategy may suit investors looking for actively managed diversified equity exposure across large-cap, mid-cap, and small-cap companies.
How does the strategy manage risk?
Risk management includes deep research, diversification, liquidity management, valuation discipline, and continuous portfolio monitoring.
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Disclaimer
Investments in PMS, AIFs, GIFT City structures, and mutual funds are subject to market risks. Please read all related documents carefully before investing. Past performance does not guarantee future results. Portfolio performance may vary depending on market conditions, investment timing, and client-specific factors. ALTPORT does not guarantee returns or assume responsibility for scheme performance.
