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 Snapshot
|
Minimum Investment |
INR 50 lakhs |
|
Benchmark |
BSE 500 TRI |
|
Investment Team |
Mr. Sunil Singhania (CIO), Mr. Aman Chowhan (Senior Fund Manager), Mr. Hitesh Arora (Fund Manager) |
|
Custody |
HDFC Bank, Kotak Mahindra Bank, & ICICI Bank |
|
Returns |
Large Cap: 40% | Mid Cap: 29% | Small Cap: 20% | Cash & Equivalent: 11% |
|
Fixed Option Fees |
2.50% p.a. of AUM |
|
Fixed+ Variable Option Fees |
Management fees: 1.75% p.a. of AUM; Performance Fees: 15% sharing over 9% hurdle rate (subject to high watermark) |
|
Exit Load Fees |
Between 0 and 12 months from investment date: 1.5% | Post 12 months from investment date: 0% |
Fund Overview
- Unique 40:30:20:10 approach to portfolio construction
- Capturing opportunities across market capitalization
- Lower volatility through large-cap and larger mid-cap exposure
- Focus on alpha creation via exposure to mid, small & micro caps
- Risk discipline and management by way of position sizing
- Liquidity management, as smaller capitalization companies have incrementally smaller weights
Investment philosophy
The risk-reward equation is the main emphasis of investment strategy, which calls for expected returns to equal the risk assumed. By putting price and value first, it distinguishes between a good firm and a good stock. Opportunities are evaluated on an individual basis, encouraging flexibility beyond particular topics. The objective is to produce alpha by concentrating on mid-cap equities with growth potential that are fundamentally underpriced and giving preference to growth businesses that are anticipated to beat market averages. Bottom-up research that focuses on balance sheet indicators rather than hype is essential for fundamental analysis. Contrarian investments are part of the strategy, which aims for early entrance without tracking market trends across different industries and sizes.
Characteristics of the Approach
|
Indicative Market Cap |
No. of Stocks |
Exposure to Each Stock |
Total Exposure / Weightage (Approx./Indicative) |
|
Large Cap |
10 |
4% |
40% |
|
Mid Cap |
10 |
3% |
30% |
|
Small Cap |
10 |
2% |
20% |
|
Micro Cap |
10 |
1% |
10% |
Top 10 Holdings
- PNB Housing Finance Limited
- Bharti Airtel Limited
- HDFC Bank Limited
- Canara Bank
- NTPC LIMITED
- Axis Bank Limited
- Vedanta Limited
- Larsen & Toubro Limited
- Jubilant Pharmova Limited
- State Bank Of India
Top 5 Sector Classifications as on May 31, 2025
|
Sector |
Asset % |
|
BANKS |
20.0 |
|
NBFC |
13.7 |
|
COMMODITIES |
10.1 |
|
TELECOMMUNICATION |
7.3 |
|
HEALTH CARE |
6.4 |
Disciplined 40:30:20:10 Approach
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Abakkus Diversified Alpha Approach
Benchmark: BSE 500 TRI
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Abakkus Asset Manager Private Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹1283.92 | 2.08 | 3.86 | 3.57 | 9.49 | 8.37 | NA | NA | NA | 9.94 |
| Benchmark | NA | -0.17 | -2.34 | -5.39 | -0.07 | 4.14 | NA | NA | NA | 6.26 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Sunil Singhania
Sunil Singhania founded Abakkus Asset Manager LLP, an investment management company, in 2018 after 24 years of work experience. He is a chartered accountant who then became a chartered financial analyst from CFA Institute.
Mr. Singhania was a member of the 15-member international committee that rewrote the Code of Ethics handbook of the CFA Institute. For eight years (2005-13), he headed the Indian Association of Investment Professionals. The CFA Institute also enlisted him as a board member, and he later became the chair of the investment committee.
The renowned CFA worked at Reliance Capital for 15 years, where he initially headed the equity investments with a focus on Indian companies. He then went on to become Global Head- Equity at Reliance Capital. During Mr. Singhania’s leadership, 100% growth occurred in a reliance growth fund in 22 years.
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The strategy follows a diversified allocation model with approximately 40% in large caps, 30% in mid caps, 20% in small caps, and 10% in micro caps. This structure is designed to balance stability, liquidity, and long-term growth potential.
The investment strategy is led by Sunil Singhania along with Aman Chowhan and Hitesh Arora as part of the investment team.
The portfolio invests across large, mid, small, and micro-cap companies with strong fundamentals, attractive valuations, and long-term growth potential. The strategy focuses on bottom-up stock selection rather than chasing market trends or momentum themes.
The minimum investment required to invest in the strategy is ₹50 lakh, as mandated under PMS regulations in India.
The strategy uses disciplined position sizing, diversified market-cap allocation, and liquidity management to reduce volatility. Exposure to established large-cap companies helps provide stability, while mid and small-cap allocations aim to generate alpha over the long term.
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