Abakkus's Personalised Opportunity Specific is a Flexicap Portfolio Management Services (PMS) strategy managed by Sunil Singhania, Aman Chowhan, operational since Sep 2020. Benchmark: BSE 500 TRI.
AUM
₹1,771 Cr
Min investment
₹25 Cr
Inception
Sep 2020
Fund manager
Sunil Singhania, Aman Chowhan
About this strategy
The investment objective of the Abakkus Personalised Opportunity Specific Strategy would be to generate alpha and risk adjusted returns for client by investing in benchmark agnostic multicap portfolio of selective ideas.
Performance
Returns (TWRR)
6M
+8.2%
1Y
+8.8%
5Y
+21.6%
Since inception
+37.2%
Alpha
6M
+11.7%
1Y
+10.8%
5Y
+9.4%
Since inception
—
BSE 500 TRI
6M
-3.5%
1Y
-2.0%
5Y
+12.2%
Since inception
+18.3%
Positive alpha across both 1Y and 5Y — classified as Consistent Performer
₹1 Crore invested — strategy vs benchmark
Hypothetical growth based on TWRR from inception (Sep 2020)
₹6.4 CrStrategy
₹2.7 CrBSE 500 TRI
202020212025Today
Hypothetical illustration based on published TWRR over 5.9 years. Does not account for variable performance fees, taxes, or entry/exit timing. Past performance is not indicative of future results.
Strategy characteristics
Portfolio concentration
45 stocks
How many stocks the manager holds. Fewer stocks means higher conviction per position — each holding has a larger impact on overall returns, amplifying both gains and losses.
1 Yr Turnover Ratio
38%
Percentage of portfolio bought or sold annually. Higher turnover means more active trading and potentially more short-term capital gains tax events in your demat account.
Market cap allocation
Large Cap 45.4%Mid Cap 1791%Small Cap 30%
Fee structure
Fixed fee2.5% p.a.
Performance feeAs per agreement
High watermark—
Exit load1) If units redeemed or switched out are upto 10% (limit) of the units purchased or switched in within 3 months from the date of allotment - Nil 2) If units redeemed or switched out are over and above the 10% (limit) within 3 months from the date of allotment - 1% of the applicable NAV 3)If redeemed/switched out after 3 months from the date of allotment - Nil
Risk metrics — coming soon
Sharpe ratio, Sortino ratio, beta, standard deviation, and maximum drawdown will be available once sufficient NAV history accumulates. Use turnover ratio and portfolio concentration above as practical risk indicators.
What is Abakkus Personalised Opportunity Specific PMS?
Abakkus Personalised Opportunity Specific is a Flexicap Portfolio Management Services (PMS) strategy managed by Sunil Singhania, Aman Chowhan, operational since Sep 2020. The investment objective of the Abakkus Personalised Opportunity Specific Strategy would be to generate alpha and risk adjusted returns for client by investing in benchmark agnostic multicap portfolio...
What are the returns of Abakkus Personalised Opportunity Specific?
As of the latest monthly update, Abakkus Personalised Opportunity Specific has delivered 8.8% over 1 year and 21.6% over 5 years (TWRR, net of fixed fees). The 1-year alpha versus benchmark is +10.8%.
What is the minimum investment for Abakkus Personalised Opportunity Specific?
The minimum investment for Abakkus Personalised Opportunity Specific Portfolio Management Services is ₹25 Cr. The fixed fee is 2.5% p.a..
Data compiled from official regulatory disclosures, updated monthly. AND Fintech (ARN-301536, APRN05170) is a registered distributor — not a SEBI-Registered Investment Adviser. This page is for informational and comparison purposes only and does not constitute investment advice or a recommendation. Past performance is not indicative of future results. Please read all scheme related documents carefully before investing.
