Abakkus Emerging Opportunities Shariah Approach | Investment Fund

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.

Abakkus Emerging Opportunities (Shariah) Approach

Fund Snapshot

PMS Provider Name	Abakkus Asset Manager Private Limited
Benchmark	BSE 500 TRI
Strategy Name	Equity
Product Name	Equity
Date Of Inception	16/06/2023
Age	2.6 Years
Min. Inv. Amount	5000000
Fixed Fees Structure	NA
Fund Manager	Sunil Singhania
1 Month Turnover	–
1-Year Turnover	0.52
AUM CR	â‚¹13.50

Purpose

The investment objective of the Abakkus Emerging Opportunities (Shariah) Approach would be to generate alpha and risk adjusted returns for client by investing in benchmark agnostic multicap portfolio with a mid and small cap bias towards companies which generally classify in the mid and small market capitalization adhering to Shariah rules.

Don’t Chase Fads; Focus on What You Get

Trends come and go, and they often disappoint. AltPort Funds encourages you to focus on what you’re actually getting from your investments instead of what’s popular. By looking at how steady a strategy is, how well it manages risk, and how it performs over time, we help you avoid chasing the latest fads. This keeps your investments on track, no matter what’s in at the moment.

	AUM(Cr.)	1M	3M	6M	1Y	2Y	3Y	4Y	5Y	Ince.
Performance	₹10.95	-8.97	-15.20	-15.42	-13.14	0.82	NA	NA	NA	10.13
Benchmark	NA	-11.37	-13.94	-9.62	-3.12	1.32	NA	NA	NA	9.89

AUM(Cr.)

Ince.

Performance

₹10.95

-8.97

-15.20

-15.42

-13.14

0.82

10.13

Benchmark

-11.37

-13.94

-9.62

-3.12

1.32

9.89

Fund Manager

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.

Frequently Asked Questions

1. What is the investment objective of the Abakkus Emerging Opportunities (Shariah) Approach? +

The strategy aims to generate long-term alpha and risk-adjusted returns by investing in a benchmark-agnostic multicap portfolio with a strong focus on mid and small-cap companies that comply with Shariah principles.c

2. Who manages the Abakkus Emerging Opportunities (Shariah) Approach? +

The strategy is managed by Sunil Singhania, a well-known investment professional with extensive experience in equity markets and portfolio management.

3. What is the minimum investment amount for this PMS strategy? +

The minimum investment required for the strategy is ₹50 lakh, in line with SEBI regulations for Portfolio Management Services (PMS).

4. Which benchmark is used for this strategy? +

The strategy is benchmarked against the BSE 500 TRI, which represents broad market performance across large, mid, and small-cap companies in India.

5. Is this strategy suitable for long-term investors? +

Yes. The strategy is designed for investors seeking long-term wealth creation through Shariah-compliant equity investments, particularly in emerging mid and small-cap opportunities.

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Fund Snapshot

Purpose

Don’t Chase Fads; Focus on What You Get