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Fund Snapshot
| Year of Inception | 2020 |
| Number of Stocks | Around 25 |
| Investment Horizon | 3-5 yrs |
| Fund Managers | Sunil Singhania and Aman Chowhan |
Investment Philosophy
Abakkus, as an asset manager, has its key focus on alpha. The main focus of the Abakkus Emerging Opportunities Fund is to invest in benchmark-agnostic portfolios across different market capitalisations.
The investment managers at Abakkus Emerging Opportunities Portfolio follow the 15:15:15 approach. Here, they aim to invest in businesses having at least two out of three criterias.
- ROE >15%
- Earnings Growth >15%
- P/E Ratio < 15
The investment managers at Abakkus believe in the ‘boEmerging Opportunities Portfolio follows the ‘bottom-up’ approach to picking stocks. The large-cap allocation is focussed on stability with a ‘top-down’ sectoral view. They invest in three kinds of companies viz,. Growth companies, value companies and buy-and-hold companies. They prefer to be contrarian and invest with focus beyond chasing momentum, but chasing earnings.
Abakkus Emerging Opportunities Fund Performance
The portfolio had another great month, logging in a good ~11% returns for the month. The benchmark returned ~7% and hence there was a good ~4% alpha by the fund for the month. Portfolio companies continued to report strong earnings growth and that in a major way, contributed to these returns. Abakkus Fund continues to be optimistic about its portfolio holdings and have not materially changed the portfolio construct.
In 2020, Abakkus Emerging Opportunities Fund (AEOF) delivered an impressive 51% return, while the Abakkus Growth Fund 1 generated 28%. Both closed-ended Category III AIFs outperformed benchmarks, proving the strength of Abakkus’ alpha-focused philosophy.
Fund Overview
The Abakkus Emerging Opportunities Approach (PMS) is a benchmark-agnostic, diversified portfolio with a strong bias towards mid and small-cap companies. It follows a disciplined, value-conscious, and research-driven investment approach to generate alpha and wealth creation over a 3-5 year holding period.
Key Investment Principles:
- 15:15:15 Discipline – Investments focus on companies meeting at least two out of three key criteria:
- >15% ROE (Return on Equity)
- >15% earnings growth
- <15 P/E Ratio (Price-to-Earnings)
- Value-Conscious Investing – Prefers investing in second or third players in a sector rather than overpaying for the leader.
- Bottom-Up Stock Selection – Utilizes a “MEETS” Framework for stock selection.
- Long-Term Focus – Aims for sustainable alpha generation with a 3-5 year investment horizon.
The portfolio includes well-established mid and small-cap names such as Ion Exchange India, Anup Engineering, Federal Bank, Jindal Stainless, and Sarda Energy & Minerals.
This PMS strategy aims to maximize opportunities in emerging high-growth sectors while maintaining risk control and disciplined value investing.
