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Abakkus Diversified Alpha Approach

Abakkus Asset Manager Private Limited

1,260.90 CR AUM

Abakkus Diversified Alpha Approach

Abakkus Diversified Alpha Approach

Abakkus Asset Manager Private Limited

1,260.90 CR AUM

BSE 500 TRI
Benchmark
2yr 4mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
2yr 4mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

aman chowhan

Fund Manager
EQUITYStrategies

Aman has over 17 years of experience in the Indian equity markets. Prior to joining Abakkus Asset Manager, he served as a Portfolio Manager for both domestic and offshore schemes in the PMS division at Reliance Asset Management (now Nippon Life India Asset Management). During his tenure at the Singapore office of Reliance, Aman gained valuable regional and global investment perspective. He has a strong track record across benchmark-oriented, absolute return, and long as well as long-short investment strategies. Before joining Reliance in 2005, he worked as a Research Analyst with TAIB Securities, Tata TD Waterhouse, and other brokerage firms. Aman holds an MBA degree from University of Mumbai.

Aman has over 17 years of experience in the Indian equity markets. Prior to joining Abakkus Asset Manager, he served as a Portfolio Manager for both domestic and offshore schemes in the PMS division at Reliance Asset Management (now Nippon Life India Asset Management). During his tenure at the Singapore office of Reliance, Aman gained valuable regional and global investment perspective. He has a strong track record across benchmark-oriented, absolute return, and long as well as long-short investment strategies. Before joining Reliance in 2005, he worked as a Research Analyst with TAIB Securities, Tata TD Waterhouse, and other brokerage firms. Aman holds an MBA degree from University of Mumbai.

Purpose

Abakkus Diversified Alpha Approach follows a disciplined 40:30:20:10 approach to portfolio construction designed to capture opportunities across market capitalization while maintaining diversification and risk discipline. The strategy invests across large cap, mid cap, small cap and micro cap companies with indicative allocation of approximately 40 percent to large cap, 30 percent to mid cap, 20 percent to small cap and 10 percent to micro cap stocks. Large cap and larger mid cap exposure aims to provide stability and lower volatility while alpha creation is targeted through selective exposure to mid, small and micro cap companies. Portfolio construction typically includes around 40 stocks with indicative position sizing of about 4 percent for large cap stocks, 3 percent for mid cap stocks, 2 percent for small cap stocks and about 1 percent for micro cap stocks, ensuring diversified exposure and disciplined position sizing. The strategy follows fundamental research based investing with bottom up stock selection and focus on companies with sustainable businesses, strong balance sheets, reasonable growth expectations and value unlocking opportunities. Illustrative holdings include companies such as Vedanta Limited, State Bank of India, Axis Bank, Larsen and Toubro, HDFC Bank, Cummins India and Bharti Airtel. Sector agnostic. Market cap combination of large cap, mid cap, small cap and micro cap.

Investment Approach v/s Benchmark Metrics

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1M IA return
14.75%
1M benchmark return
10.38%
Alpha
4.37%
1M Wealth multiple
1.15x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
14.75%
1M benchmark return
10.38%
Alpha
4.37%
1M Wealth multiple
1.15x

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