Portfolio of fundamentally strong, value-conscious businesses with high growth potential
+13.08%
3Y annualised returns
+11.89%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
26 Aug '20
Total AUM
₹5,996.39Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity90.3%
Cash5.6%
Others4.1%
Equity market cap split
Small Cap55.7%
Mid Cap23.4%
Large Cap15.3%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
1.50%
PMS management
SS
Sunil Singhania
Founder, Abakkus Asset Management, LLP
View details
About
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 led Reliance 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.
Experience
Previously served as Global Head of Equities at Reliance Capital and CIO of Equities at Reliance Mutual Fund.
Investment philosophy
India-focused equity asset management and strategic advisory for institutional investors.
Previously worked at
Reliance Capital Ltd.
Reliance Mutual Fund
CFA Institute, USA
IFRS Capital Market Advisory Committee
Awards
Led a fund that grew over 100 times in less than 22 years. Served on the Global Board of the CFA Institute, USA (2013-2019). Founder of the Indian Association of Investment Professionals (now CFA Society India).
AC
Aman Chowhan
Fund Manager
View details
About
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 of Reliance 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.
Experience
Over 17 years of experience in the Indian equity market.
Investment philosophy
Specializes in Indian equities with a global perspective across long and long-short strategies.
Previously worked at
Reliance Asset Management
TAIB Securities
Tata TD Waterhouse
Awards
Holds a strong track record across benchmark and absolute return strategies. Brings a regional and global perspective in investing from his work in Singapore.