About Abakkus Asset Manager LLP
Abakkus Asset Manager LLP is an India-based, alpha-focused asset management firm founded in 2018 by Mr. Sunil Singhania. Its name, inspired by the ancient counting device—the abacus—reflects the company’s philosophy of simplicity and precision. Abakkus aspires to be among India’s most respected and successful asset managers. This guiding principle shapes its investment approach: keep strategies simple, stay rooted in the basics, and maintain a sharp focus on fundamentals and numbers.
Key People
Sunil Singhania
Founder
Aman Chowhan
Portfolio Manager
Deven Sangoi
Portfolio Manager
Investment Objective
Abakkus is an alpha-focused asset management firm. The Abakkus All Cap Approach PMS is a multi-cap strategy designed to deliver alpha and superior risk-adjusted returns by investing in a benchmark-agnostic portfolio across market capitalizations. The core philosophy is to emphasize growth driven by value.
This portfolio is well-diversified, built around aspiring leaders, and follows a selective, contrarian approach to sector allocation—often positioning as one of the earliest investors in emerging opportunities.
Investment Strategy
- Abakkus All Cap or Abakkus Growth PMS is a benchmark agnostic diversified All-cap portfolio.
- Abakkus All Cap PMS is fundamentals based portfolio constructed with bottom-up approach.
- Abakkus All Cap PMS strives for Alpha from exposure to broader market companies with sustainable business and high ROEs.
- Abakkus All Cap PMS endeavors to generate alpha and wealth creation by buying with typically 3-5 years holding period.
- Abakkus likes 2nd or 3rd player within a sector available at a significant discount to the leader.
- Abakkus follows “MEETS” Framework which stands for Management, Earnings, Events/Trend, and Timings.
Performance Table
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Abakkus Asset Manager All Cap Approach | -2.66% | 7.67% | 9.27% | -0.56% | 14.86% | 20.14% | - | - | 25.84% |
| BSE 500 | -2.71% | 4.44% | 6.69% | -2.08% | 16.63% | 16.89% | - | - | 21.19% |
QRC Report Card
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Abakkus Asset Manager All Cap Approach | Multi Cap | Mr. Sunil Singhania | 29 October 2020 | 4Y 9M | - | BSE 500 | 25.84% | - | NA |
| Index | Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Category Alpha (1Y) | Relative Alpha (1Y) | % of +ve Months (Fund Data) |
Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) (Fund Data) |
Sharpe Ratio (1Y) (Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % | |
| Nifty 50 | 9.81% | -13.46% | 66.07% | -3.65% | 0.99 | 15.58% | 0.02 | 6.71% | 0.58 | 57.14% |
| Nifty 500 | 10.35% | -11.27% | 66.07% | -0.92% | 0.91 | 15.58% | 0.02 | 4.42% | 0.45 | 53.57% |
| Nifty Midcap 100 | 5.23% | -7.64% | 66.07% | -2.41% | 0.73 | 15.58% | 0.02 | -3.95% | -0.39 | 44.64% |
| Nifty Smallcap 100 | 10.87% | -3.56% | 66.07% | 7.31% | 0.52 | 15.58% | 0.02 | -0.53% | -0.05 | 51.79% |
