About Company
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 Overview – Abakkus All Cap Approach PMS
The Abakkus All Cap Approach PMS is a benchmark-agnostic diversified equity strategy designed to create long-term wealth through disciplined all-cap investing. Managed by the experienced investment team at Abakkus Asset Manager Private Limited, the strategy combines top-down sector allocation with bottom-up stock selection to identify businesses with sustainable growth potential and strong fundamentals.
Led by Mr. Sunil Singhania (CIO), along with Mr. Aman Chowhan and Mr. Hitesh Arora, the portfolio focuses on generating alpha through a balanced mix of large-cap stability and broader market opportunities in mid-cap and small-cap companies. The strategy currently maintains meaningful exposure across market capitalisations, with large caps contributing portfolio stability while mid and small caps aim to enhance long-term returns.
The investment philosophy is deeply rooted in fundamental research, valuation discipline, and risk-reward assessment. Instead of chasing market momentum or temporary themes, the Abakkus All Cap Approach PMS focuses on identifying quality businesses with scalable models, healthy balance sheets, sustainable ROEs, and long-term earnings visibility. The portfolio construction follows their proprietary “MEETS” framework and emphasises differentiated stock selection across sectors.
The strategy also takes a contrarian approach where necessary, seeking early investment opportunities in fundamentally strong businesses before broader market recognition. With an intended investment horizon of 3 to 5 years, the portfolio aims to deliver consistent wealth creation while maintaining a disciplined approach to downside risk management.
Benchmarking against the BSE 500 TRI, the Abakkus All Cap Approach PMS is suitable for HNIs seeking professionally managed diversified equity exposure with a long-term growth mindset. The minimum investment amount is INR 50 lakhs, with flexible fee structures available based on investor preference.
Fund Snapshot
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Abakkus All Cap Approach Fund Overview
- Benchmark-agnostic diversified all-cap portfolio
- Fundamental research-based investing
- Large-cap allocation based on benchmark-agnostic top-down sector view with focus on stability
- Alpha from exposure to the broader market via companies having sustainable business and high ROEs
- Endeavor to generate alpha and wealth creation by investing with a 3-5 year holding period
- Differentiated Portfolio picked on a bottom-up basis and adhering to their “MEETS” Framework
Investment philosophy
Investment strategy focuses on the risk-reward equation, requiring expected returns to match the risk taken. It differentiates between a good company and a good stock, prioritising price and value. Opportunities are assessed individually, promoting agility beyond specific themes. The goal is to generate alpha, favouring growth companies expected to surpass market averages and targeting fundamentally underpriced mid-cap stocks with growth potential. Fundamental analysis through bottom-up research is key, valuing balance sheet indicators over hype. The approach includes contrarian investments, seeking early entry without following market trends across various sectors and caps.
Top 10 Holdings
- Max Financial Services Limited
- Aditya Birla Capital Limited
- HDFC Bank Limited
- Axis Bank Limited
- Sun Pharmaceutical Industries Limited
- Bharti Airtel PP Limited
- State Bank Of India
- Larsen & Toubro Limited
- IIFL Finance Limited
- HCL Technologies Limited
