Building wealth in the stock market is not just about finding the next multibagger. It is about creating a portfolio that balances stability, growth, risk management, and long-term compounding. That is exactly where the Abakkus Diversified Alpha Approach stands out. Managed by renowned investor Sunil Singhania and his experienced investment team, this PMS strategy follows a disciplined portfolio construction framework that combines large-cap stability with mid-cap, small-cap, and micro-cap growth opportunities. For investors seeking long-term wealth creation beyond traditional mutual funds, the Abakkus Diversified Alpha Approach offers a structured and research-driven path to potentially generate alpha across market cycles.

Why Investors Are Looking Beyond Traditional Investment Options

Many investors eventually reach a stage where they ask the following:

Is my portfolio generating enough alpha?
Am I too dependent on large-cap stocks?
How can I participate in India's emerging growth stories?
Can I access professional stock selection without managing everything myself?

Portfolio Management Services (PMS) can provide a solution by offering concentrated research, active portfolio management, and personalized investment strategies. Among the available PMS offerings, the Abakkus Diversified Alpha Approach has gained attention for its disciplined asset allocation model and strong focus on risk-adjusted returns.

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Want to see the latest portfolio allocation, holdings, sector exposure, and performance updates? Request the latest Abakkus Diversified Alpha Approach factsheet from AltPort experts today. Get it here: Request Latest Factsheet

About Abakkus Asset Manager LLP

Founded in 2018 by Sunil Singhania, Abakkus Asset Manager LLP follows a simple philosophy: Focus on fundamentals. Ignore noise. Let numbers drive investment decisions. The name "Abakkus" itself is inspired by the ancient abacus, one of the simplest and most effective calculation tools ever created. The firm focuses on:

Fundamental research
Valuation-driven investing
Long-term wealth creation
Risk-conscious portfolio construction
Alpha generation through stock selection

Rather than chasing themes or momentum, the team seeks businesses that are fundamentally strong but trading below their intrinsic value.

Fund Facts

Particulars	Details
Category	PMS
Minimum Investment	₹50 Lakhs
Benchmark	BSE 500 TRI
Fund Manager	Sunil Singhania
Investment Team	Sunil Singhania, Aman Chowhan, Hitesh Arora
Custodians	HDFC Bank, Kotak Mahindra Bank, ICICI Bank
Fixed Fee Option	2.50% p.a.
Hybrid Fee Option	1.75% + 15% Performance Fee above 9% hurdle
Exit Load	1.5% within 12 months

The Unique 40:30:20:10 Formula

The biggest differentiator of the Abakkus Diversified Alpha Approach is its disciplined portfolio structure.

Segment	Approx Weight
Large Caps	40%
Mid Caps	30%
Small Caps	20%
Micro Caps	10%

This allocation aims to provide the best of both worlds.

Large Caps (40%)

Large companies provide:

Stability
Liquidity
Lower volatility
Consistent earnings

Mid Caps (30%)

Mid-cap companies often represent businesses entering their next phase of growth. Potential benefits include:

Faster earnings expansion
Market share gains
Alpha generation opportunities

Small Caps (20%)

Small-cap exposure seeks to capture emerging businesses before they become mainstream investment ideas.

Micro Caps (10%)

A carefully managed micro-cap allocation can potentially add significant alpha over long periods while position sizing helps manage risk.

Book a Free 30-Minute Portfolio Consultation

Not sure whether this PMS fits your financial goals? Discuss your portfolio with an AltPort expert. Book your free consultation here:Book Free 30-Minute Call

How the Investment Philosophy Works

The investment process is built around one core principle:

Price Matters

A great company does not automatically make a great investment. The team constantly evaluates:

Current valuation
Earnings growth potential
Balance sheet strength
Industry dynamics
Margin of safety

This allows them to identify opportunities where the market may have overlooked future growth potential.

Bottom-Up Stock Selection

Instead of predicting market trends, the team focuses on individual companies. Key factors include:

Strong management
Healthy cash flows
Robust balance sheets
Sustainable competitive advantages

Contrarian Thinking

Many of the best investments are discovered before they become popular. The strategy actively looks for:

Under-researched businesses
Temporarily misunderstood companies
Early-stage growth opportunities

Current Sector Allocation Highlights

As of May 2025, the portfolio had meaningful exposure across several high-growth sectors.

Sector	Allocation
Banks	20.0%
NBFCs	13.7%
Commodities	10.1%
Telecommunications	7.3%
Healthcare	6.4%

This diversified sector approach helps reduce concentration risk while participating in multiple growth drivers of the Indian economy.

Top Holdings in the Portfolio

Some of the portfolio's notable holdings include:

PNB Housing Finance
Bharti Airtel
HDFC Bank
Canara Bank
NTPC
Axis Bank
Vedanta
Larsen & Toubro
Jubilant Pharmova
State Bank of India

What Could ₹50 Lakhs Potentially Become?

While future returns can never be guaranteed, understanding the power of compounding can help investors visualize long-term wealth creation.

Illustration Only

CAGR	Value After 10 Years
10%	₹1.30 Crore
12%	₹1.55 Crore
15%	₹2.02 Crore
18%	₹2.62 Crore

The key takeaway is simple: A relatively small difference in annual returns can create a substantial difference in long-term wealth. This is precisely why alpha generation matters.

Want the Full Performance Report?

Get detailed insights including:

Historical performance
Portfolio composition
Sector allocations
Risk metrics
Fund manager commentary

Request the complete performance report:Get Full Performance Report

Who Should Consider This PMS?

The Abakkus Diversified Alpha Approach may suit investors who:

Have ₹50 lakhs or more to invest
Seek long-term capital appreciation
Want professional portfolio management
Are comfortable with equity market volatility
Prefer a diversified approach across market capitalizations
Wish to access emerging growth opportunities

Why Many HNIs Prefer This Strategy

Several factors make this PMS attractive to affluent investors:

Diversification Across Market Caps

Instead of concentrating entirely in one segment, the strategy participates across the market spectrum.

Experienced Leadership

The investment process is led by one of India's most recognized equity investors, Sunil Singhania.

Structured Risk Management

Position sizing and liquidity considerations are embedded into portfolio construction.

Alpha-Oriented Framework

The strategy aims to outperform benchmarks through disciplined stock selection rather than market timing.

Speak Directly With an Expert

Every investor's situation is unique. Whether you are evaluating your first PMS investment or considering a switch from another strategy, AltPort's advisory team can help you assess suitability. Request a callback today:Talk to an AltPort Expert

Looking to Partner With AltPort?

Financial advisors, wealth managers, family offices, and distribution partners can explore collaboration opportunities with AltPort. Learn more here:Partner With AltPort

Final Thoughts

The Abakkus Diversified Alpha Approach is built on a simple but powerful idea: combine the stability of large-cap investing with the growth potential of mid, small, and micro-cap opportunities. Its disciplined 40:30:20:10 framework, bottom-up research process, and focus on alpha generation make it a compelling option for long-term investors seeking more than benchmark-like returns. For investors with a long investment horizon and a desire to participate in India's growth story through a professionally managed portfolio, this strategy deserves serious consideration. Connect with AltPort Funds today to receive the latest factsheet, detailed performance report, and a personalized discussion with an investment expert. This version is optimized for lead generation, investor engagement, and conversion while keeping the language approachable for HNI and first-time PMS investors.

FAQs

1. What is the minimum investment required for the Abakkus Diversified Alpha Approach?

The minimum investment amount for the Abakkus Diversified Alpha Approach PMS is ₹50 lakhs, as per SEBI regulations applicable to PMS investments.

2. Who manages the Abakkus Diversified Alpha Approach PMS?

The strategy is led by Sunil Singhania along with Aman Chowhan and Hitesh Arora, supported by the research and investment team at Abakkus Asset Manager LLP.

3. What is the 40:30:20:10 portfolio allocation strategy?

The portfolio is typically structured with approximately 40% in large-cap stocks, 30% in mid-caps, 20% in small-caps, and 10% in micro-caps to balance growth opportunities and risk management.

4. What benchmark does the Abakkus Diversified Alpha Approach follow?

The strategy uses the BSE 500 TRI as its benchmark, providing exposure across a broad spectrum of Indian equities.

5. How can I get the latest factsheet and performance report?

You can request the latest factsheet, portfolio holdings, and performance report directly from AltPort Funds through their contact page and advisory team.