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Abakkus Emerging Opportunities Fund Portfolio

Distributed through AltPort Experts. Comprehensive fund documentation can be accessed through our research team.
Category PMS
Fund Managers Sunil Singhania, Aman Chowhan
Benchmark BSE 500 TRI
Share: f x in w

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

Year of Inception 2020
Number of Stocks Around 25
Investment Horizon 3-5 yrs
Fund Managers Sunil Singhania and Aman Chowhan

Investment Philosophy

Abakkus, as an asset manager, has its key focus on alpha. The main focus of the Abakkus Emerging Opportunities Fund is to invest in benchmark-agnostic portfolios across different market capitalisations.

The investment managers at Abakkus Emerging Opportunities Portfolio follow the 15:15:15 approach. Here, they aim to invest in businesses having at least two out of three criterias.

  1. ROE >15%
  2. Earnings Growth >15%
  3. P/E Ratio < 15

The investment managers at Abakkus  believe in the ‘boEmerging Opportunities Portfolio follows the ‘bottom-up’ approach to picking stocks. The large-cap allocation is focussed on stability with a ‘top-down’ sectoral view. They invest in three kinds of companies viz,. Growth companies, value companies and buy-and-hold companies. They prefer to be contrarian and invest with focus beyond chasing momentum, but chasing earnings.

Abakkus Emerging Opportunities Fund Performance

The portfolio had another great month, logging in a good ~11% returns for the month. The benchmark returned ~7% and hence there was a good ~4% alpha by the fund for the month. Portfolio companies continued to report strong earnings growth and that in a major way, contributed to these returns. Abakkus Fund continues to be optimistic about its portfolio holdings and have not materially changed the portfolio construct.

In 2020, Abakkus Emerging Opportunities Fund (AEOF) delivered an impressive 51% return, while the Abakkus Growth Fund 1 generated 28%. Both closed-ended Category III AIFs outperformed benchmarks, proving the strength of Abakkus’ alpha-focused philosophy.

Fund Overview

The Abakkus Emerging Opportunities Approach (PMS) is a benchmark-agnostic, diversified portfolio with a strong bias towards mid and small-cap companies. It follows a disciplined, value-conscious, and research-driven investment approach to generate alpha and wealth creation over a 3-5 year holding period.

Key Investment Principles:

  • 15:15:15 Discipline – Investments focus on companies meeting at least two out of three key criteria:
    • >15% ROE (Return on Equity)
    • >15% earnings growth
    • <15 P/E Ratio (Price-to-Earnings)
  • Value-Conscious Investing – Prefers investing in second or third players in a sector rather than overpaying for the leader.
  • Bottom-Up Stock Selection – Utilizes a “MEETS” Framework for stock selection.
  • Long-Term Focus – Aims for sustainable alpha generation with a 3-5 year investment horizon.

The portfolio includes well-established mid and small-cap names such as Ion Exchange India, Anup Engineering, Federal Bank, Jindal Stainless, and Sarda Energy & Minerals.

This PMS strategy aims to maximize opportunities in emerging high-growth sectors while maintaining risk control and disciplined value investing.

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Market Outlook By Abakkus Team | Stock Market Analysis | AIF & PMS Experts
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Market Outlook By Abakkus Team | Stock Market Analysis | AIF & PMS Experts
Section: YouTube Podcasts
Watch on YouTube

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Webinar on Market Outlook & Q&A | Aman Chowhan | Vikas Agrawal | Abakkus
Section: Performance Analysis
Fund Growth vs Benchmark Trend

Track how the fund has performed against its benchmark over time through a comparative line graph analysis.

Emerging Opportunities Strategy

Benchmark: BSE 500 TRI

Section: Performance Comparison
Fund vs Benchmark Bar Graph

Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.

Section: Performance Comparison
Fund vs Benchmark Comparison Table

Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.

Zen Wealth Management Services Ltd

AUM(Cr.) 1M 3M 6M 1Y 2Y 3Y 4Y 5Y Ince.
Performance ₹191.26 3.01 8.84 7.99 6.97 4.76 16.85 26.35 23.70 37.61
Benchmark NA 2.19 3.78 1.99 2.98 0.42 11.89 13.25 12.35 16.48
Section: Fund Leadership
Meet the Fund Managers

Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.

Sunil Singhania

Sunil Singhania

Sunil Singhania is an Indian equity investment professional and the Founder of Abakkus Asset Manager Private Limited. He has more than 25 years of experience across equity research, mutual funds, Portfolio Management Services and Alternative Investment Funds.

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Aman Chowhan

Aman Chowhan

Aman Chowhan knows his stuff when it comes to investing, with over 17 years under his belt in the Indian stock market. He got his MBA from Mumbai University and has a background in managing portfolios, studying stocks, and checking out global markets. Before coming to Abakkus, Aman was at Reliance Asset Management’s PMS division (now Nippon Life India Asset Management). There, he took care of portfolios both here and abroad. Plus, he worked at the company’s Singapore location, picking up insights about investing around the world.  Aman’s worked with all sorts of investment styles, which shows he can handle different kinds of markets. Before managing portfolios, he got his start as a research analyst at TAIB Securities, Tata TD Waterhouse, and a bunch of other brokerages. All this experience makes him a solid leader in the investment world.

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Section: Insights & Articles
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