Funds

Abakkus Personalised Opportunity Specific Strategy

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.

Category: PMS

Fund Overview – Abakkus Personalised Opportunity Specific Strategy

The Abakkus Personalised Opportunity Specific Strategy is a benchmark-agnostic multicap PMS strategy managed by Abakkus Asset Manager Private Limited. The strategy is designed to generate long-term alpha and superior risk-adjusted returns by investing in a selective portfolio of high-conviction equity ideas across market capitalisations.

Managed by Sunil Singhania, the portfolio follows a research-driven investment framework focused on identifying fundamentally strong businesses with scalable growth potential, attractive valuations, and sustainable earnings visibility. The strategy maintains flexibility across sectors and market caps, enabling the fund manager to capture opportunities wherever value emerges.

The Abakkus Personalised Opportunity Specific Strategy adopts a bottom-up stock selection approach backed by deep fundamental research, balance sheet analysis, and disciplined risk management. Instead of following benchmark weights or momentum-driven trends, the portfolio focuses on selective high-conviction investments that can potentially create long-term wealth over market cycles.

The strategy also emphasises valuation discipline and prudent portfolio construction to manage downside risks effectively. By combining large-cap stability with alpha opportunities in mid-cap and small-cap companies, the portfolio aims to balance growth potential with portfolio resilience.

Benchmarking against the BSE 500 TRI, the Abakkus Personalised Opportunity Specific Strategy is suitable for HNIs seeking professionally managed diversified equity exposure with a long-term investment horizon. The minimum investment amount for the strategy is INR 50 lakhs.

Fund Snapshot

PMS Provider Name

Abakkus Asset Manager Private Limited

Benchmark

BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

24/09/2020

Age

5.2 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Fund Manager

Sunil Singhania

1 Month Turnover

0.02

1-Year Turnover

0.38

AUM CR

₹1454.12

Purpose

The investment objective of the Abakkus Personalised Opportunity Specific Strategy would be to generate alpha and risk adjusted returns for client by investing in benchmark agnostic multicap portfolio of selective ideas.

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.

 

Abakkus Personalised Opportunity Specific Strategy

Benchmark: BSE 500 TRI

Abakkus Asset Manager Private Limited

AUM(Cr.) 1M 3M 6M 1Y 2Y 3Y 4Y 5Y Ince.
Performance ₹1322.81 -7.63 -15.32 -11.56 6.00 2.10 14.72 13.41 22.98 33.17
Benchmark NA -11.37 -13.94 -9.62 -3.12 1.32 12.89 9.27 11.76 16.74

Fund Manager

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.

 

Frequently Asked Questions

What is the investment objective of the Abakkus Personalised Opportunity Specific Strategy? +

The Abakkus Personalised Opportunity Specific Strategy aims to generate alpha and superior risk-adjusted returns through a benchmark-agnostic multicap portfolio built around selective high-conviction investment ideas.

Who manages the Abakkus Personalised Opportunity Specific Strategy? +

The strategy is managed by Sunil Singhania under Abakkus Asset Manager Private Limited, with a strong focus on bottom-up research and long-term investing.

What kind of companies does the Abakkus Personalised Opportunity Specific Strategy invest in? +

The Abakkus Personalised Opportunity Specific Strategy invests across large-cap, mid-cap, and small-cap companies that demonstrate strong fundamentals, scalable business models, healthy balance sheets, and long-term earnings growth potential.

What is the minimum investment amount for the Abakkus Personalised Opportunity Specific Strategy? +

The minimum investment required for the Abakkus Personalised Opportunity Specific Strategy is INR 50 lakhs, making it suitable for HNIs and sophisticated investors seeking customised portfolio management services.

How is the Abakkus Personalised Opportunity Specific Strategy different from benchmark-driven portfolios? +

Unlike benchmark-driven portfolios, the Abakkus Personalised Opportunity Specific Strategy follows a benchmark-agnostic approach focused on selective high-conviction opportunities. The strategy prioritises business quality, valuation discipline, and long-term alpha generation rather than index replication.

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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.

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