Emerging Opportunities

Abakkus Asset Manager Private Limited
PMS Small & Mid Cap
Benchmark
S&P BSE 500 TRI
Inception Date
29 October 2020
Min. Investment
₹50,00,000
SIP Available
No
STP Available
Yes

Investment Strategy

Investment Approach

Benchmark agnostic diversified portfolio with bias towards mid and small cap.15:15:15 discipline: Invest predominantly in companies qualifying in at least 2 out of these 3 criteria.Typically, pursue 2nd or 3rd player within the sector.

Investment Objective

The fund endeavor to generate alpha and risk adjusted returns for the investor by investing in benchmark agnostic multi-cap portfolio with bias towards companies which classify in the mid and small market capitalization.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 0.42% -0.24% 0.66%
3 MONTHS 4.14% 5.02% -0.88%
6 MONTHS -2.07% 1.63% -3.70%
1 YEAR -2.94% 7.63% -10.57%
2 YEAR 12.15% 11.64% 0.51%
3 YEAR 24.21% 16.40% 7.81%
5 YEAR 25.99% 16.82% 9.17%
SINCE INCEPTION 29.11% 19.93% 9.18%

Calendar Year Performance

Year Return
CY 2025 -2.94%
CY 2024 29.72%
CY 2022 -4.53%
CY 2021 80.72%
CY 2020 18.70%

Financial Year Performance

Year Return
FY 26_YTD 10.42%
FY 25 17.94%
FY 24 51.22%
FY 23 -2.57%
FY 22 46.99%
FY 21 39.87%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Sunil Singhania

Fund Manager, PMS

Sunil Singhania, CFA, is the Founder of Abakkus Asset Management, LLP, an India-focused Asset Management Company established in 2018. Prior to this, in his role as Global Head – Equities at Reliance Capital Ltd., he oversaw equity assets and provided strategic inputs across Reliance Capital Group of companies including asset management, insurance, AIF and offshore assets. And as CIO – Equities, Singhania ledReliance Mutual Fund (now Nippon India Mutual Fund) equity schemes. Reliance Growth Fund (now Nippon India Growth Fund) grew over 100 times in less than 22 years under Singhania’s leadership. Furthermore, he led Reliance Asset Management (now Nippon Life India Asset Management)Ltd.’s international efforts and was instrumental in launching India funds in Japan, South Korea, and the UK, besides managing mandates from institutional investors based in the US, Singapore, and other countries. He is currently appointed on the IFRS Capital Market Advisory Committee. (2020-2023). He was the Promoter of The Association of NSE Members of India; a body of stock brokers. He served on the Global board of CFA Institute, USA (2013-2019) and as Chairman of the Investment Committee (2017-2019) of the CFA Institute, USA. He also sat on CFA Institute’s Standards of Practice Council for six years, and was the Founder of the Indian Association of Investment Professionals (now CFA Society India) and served as its President for eight years. He is a CA rankholder and a CFA charterholder and graduated in commerce from the Mumbai University.

Aman Chowhan

Fund Manager, PMS

Aman has over 17 years of Indian equity experience. Prior to joining Abakkus he was Portfolio manager for all local and offshore schemes for PMS division ofReliance Asset Management (now Nippon Life India Asset Management). Having worked at Singapore office of Reliance, Aman brings along a regional and global perspective in investing and has strong track record across – benchmark, absolute long and long-short strategies. Before joining Reliance in 2005 he was associated as research analyst with TAIB securities, Tata TD waterhouse and other brokerage firms. Aman holds an MBA degree from Mumbai University.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
5 Yrs, 2 Months
sip
Not Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.75%

Hurdle: 9%

Profit Sharing: 15%

Exit Load

Year 1: 1.5%

Year 2: 0%

Year 3: 0%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)