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Abakkus Growth Fund-1

Distributed through AltPort Experts. Comprehensive fund documentation can be accessed through our research team.
Category AIF Category III
Company Abakkus Asset Manager LLP
Fund Managers Sunil Singhania
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.

Abakkus Growth Fund-1

Fund Snapshot

Year of Inception Jul 2018
Number of Stocks 15-20
Investment Horizon Long Term
Fund Managers Sunil Singhania

Investment Philosophy

Abakkus Asset Manager LLP is an Indian asset manager that focuses on alpha. It was founded in 2018 by Mr. Sunil Singhania and is named after the simplest ancient computing equipment, the abacus. Abakkus’ objective and vision is to become one of India’s most respected and successful asset managers.

The Abakkus portfolio beliefs have been moulded by this philosophy:-

  • Profitability is predicted to expand faster than the market average for growth companies.
  • Stocks with acceptable growth prospects that are fundamentally undervalued for value companies.
  • Buy and hold: Invest in stocks as if you were investing in a company. Invest as if you’re a partner.
  • Small businesses with a scalable business plan that have the potential to grow into large cap enterprises over time
  • Research from the bottom up with a focus on the balance sheet.
  • Earnings, Earnings, Earnings, Earnings, Earnings, Earnings, Earnings, Earnings

Investment Strategy

  • Benchmark agnostic diversified all cap portfolios.
  • Fundamental based ideas picked via a bottom up approach.
  • Large cap allocation based on top-down sector view with focus on stability.
  • Alpha from exposure to broader market companies with sustainable business and high ROEs.
  • Endeavour to generate alpha and wealth creation by buying with typically 3-5 years holding period.
  • Differentiated Portfolio adhering to our “MEETS” Framework.
  • 15:15:15 discipline: Invest predominantly in companies qualifying in at least 2 out of these 3 criteria;
  • >15% ROE
  • >15% earnings growth
  • < 15 P/E Ratio

Unique Feature

The benchmark-neutral, diversified Abakkus Growth Fund-1 portfolio includes 30–40 firms. The portfolio invests in fundamentally sound concepts chosen using a bottom-up methodology. Large-cap allocation is based on a top-down sector approach with a focus on stability. Additionally, exposure to larger market businesses with enduring operations and strong ROEs for alpha creation From a risk management standpoint, we limit sector exposure to no more than 30% at the time of investing and single stock exposure to no more than 10%. By following our “MEETS” Framework and buying with a normal holding time of 3-5 years, the portfolio aims to create alpha and wealth. The fund was established on July 12, 2018.

A mutual fund-style portfolio that is a little bit more concentrated can be purchased through the Abakkus Growth Fund, with the obvious benefit of the core investment team’s & investment strategy’s well-known consistency. It is one of an increasing number of extremely competent fund managers using the Alternatives platforms to carry out diversified, lower-risk mandates.

About Company

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 are 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.

 

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 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.

 

Section: Help & Support
Frequently Asked Questions

Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.

What is the investment objective of the Abakkus Growth Fund-1? +

The Abakkus Growth Fund-1 aims to generate long-term alpha and wealth creation through a benchmark-agnostic diversified all-cap portfolio. The strategy focuses on fundamentally strong businesses with scalable growth potential, attractive valuations, and sustainable earnings growth.

Who manages the Abakkus Growth Fund-1? +

The Abakkus Growth Fund-1 is managed by Sunil Singhania under Abakkus Asset Manager LLP. The investment team follows a disciplined bottom-up research approach backed by strong focus on balance sheet quality and business fundamentals.

What is the 15:15:15 strategy followed by the Abakkus Growth Fund-1? +

The Abakkus Growth Fund-1 follows a proprietary 15:15:15 discipline where investments are predominantly made in companies meeting at least two out of three criteria: more than 15% ROE, more than 15% earnings growth, and valuation below 15 P/E. This framework helps maintain balance between growth, quality, and valuation.

How does the Abakkus Growth Fund-1 manage portfolio risk? +

The Abakkus Growth Fund-1 manages risk through diversification, disciplined stock selection, and exposure limits. The strategy restricts single stock exposure to below 10% and sector exposure to below 30% at the time of investment while maintaining focus on fundamentally strong companies.

What makes the Abakkus Growth Fund-1 different from traditional mutual funds? +

The Abakkus Growth Fund-1 offers a more concentrated and actively managed portfolio compared to traditional mutual funds while still maintaining diversification across sectors and market caps. The strategy combines long-term investing, benchmark-agnostic allocation, and the proprietary MEETS Framework to identify high-conviction investment opportunities.

Section: Contact Us
Get In Touch

Connect with our investment experts for personalized guidance, fund details, and support tailored to your financial needs.

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
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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.

Section: Insights & Articles
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