CompareMid & Small CapAbakkus Asset Manager

Abakkus Emerging Opportunities

Mid & Small Cap AUM ₹5,752 Cr Launched Aug 2020 4.05× NAV

100% of 3-year windows since launch ended positive

Nyra Score
Top tier
8.5/10
Returns: Top quartile
Manager: 17 yrs
Transparency: High
AUM: Scalable
Portfolio manager

Aman Chowhan · 17 years.

ex-Reliance PMS, runs strategy since launch.

AMC founded by Sunil Singhania, CFA (ex-CIO Reliance MF).

Tenure
17 yrs
Since launch
Yes
Background
Reliance PMS
Performance

Outperformance, period by period.

Fund returns vs S&P BSE 500 TRI. All CAGRs net of management fee, gross of performance share.

1Y
+7.3%
Fund · vs 3.6% market
+3.7pp alpha
3Y
+21.4%
Fund · vs 14.9% market
+6.5pp alpha
5Y
+20.2%
Fund · vs 13.9% market
+6.3pp alpha
SI
+26.7%
Fund · vs 17.6% market
+9.1pp alpha
YearFundBenchmarkActive
FY26+7.3%+3.6%+3.7pp
FY25+19.4%+12.1%+7.3pp
FY24+38.2%+26.5%+11.7pp
FY23+11.7%+5.8%+5.9pp
FY22+28.4%+21.2%+7.2pp
FY21+75.6%+56.8%+18.8pp
Holdings

34 stocks. Where the money sits today.

Top 5 holdings
  • 1
    PNB Housing Finance
    Financial Services
  • 2
    Sarda Energy & Minerals
    Metals & Mining
  • 3
    Federal Bank
    Financial Services
  • 4
    Max Financial Services
    Financial Services
  • 5
    Axis Bank
    Financial Services
Sector allocation
Financials33%
Capital Goods12%
Healthcare10%
Metals10%
Other35%
Market cap split
Small Cap
58.8%
Mid Cap
29.2%
Large Cap
8.4%
Risk & drawdown

Worst drawdown: −23.0%

Dec 2024 → Mar 2025 (82 days).

Sharpe (3Y)
0.87
Sortino (3Y)
1.88
Beta (3Y)
1.06
Std Dev (3Y)
19.97%
Up Capture
116.6%
Down Capture
80.1%
1Y positive
73.8%
1,709 obs
3Y positive
100%
979 obs
5Y positive
100%
249 obs
Fees

Every component. In writing.

ComponentRateApplied on
Fixed management fee2.50% p.a.Year-end AUM
Variable fee option1.75% p.a.Year-end AUM
Hurdle rate9.00% p.a.Threshold
Performance share15.00%Returns above hurdle
Exit load (Year 1)1.50%Redemption value
Exit load (Year 2+)0.00%
Who can invest

Eligibility check.

  • Resident IndividualEligible
  • HUFEligible
  • TrustEligible
  • Family OfficeEligible
  • NRIAsk Nyra · GIFT-City variant
Key terms

The fine print.

Minimum Investment₹50 L
Deployment Timeline5–7 working days
CustodianHDFC Bank
AuditorS.R. Batliboi
SEBI RegistrationINP000005564
How to invest

3 steps. From WhatsApp to deployed.

01
WhatsApp Nyra

Share investment amount and horizon. Instant eligibility confirmation.

02
KYC + e-sign

SEBI-standard onboarding. Paperless. Done in one sitting.

03
Capital deployed

Funds transferred to PMS account. Monthly factsheets follow.

Returns calculator

Net of fees + tax. Move the sliders.

Compounds at your CAGR. Deducts ~2.5% annual fees + 12.5% LTCG on gains. Live updates.

Ticket size₹2 Cr
0.550
Horizon7 yrs
115
Assumed gross CAGR17%
530
Initial investment
₹2.00 Cr
Gross corpus
at 17% CAGR · 7 yrs
₹6.00 Cr
Less: fees + tax
~2.5% fee + 12.5% LTCG
−₹1.35 Cr
Net corpus
What you actually keep
₹4.65 Cr
Retention rate77.5%
Attribution

Active return: +5.37%

Manager wins on stock picking, not sector timing.

Active return breakdown
  • Stock selection+5.19 pp
  • Sector allocation−0.31 pp
  • Cash drag−0.16 pp
Top alpha
  • PNB Housing Finance+1.45%
  • The Anup Engineering+0.72%
  • JTL Industries+0.59%
Detractors
  • Stylam Industries−0.21%
  • Max Financial−0.18%
  • IIFL Finance−0.16%

Ready to invest in Abakkus Emerging Opportunities?

We'll walk you through eligibility, KYC, and deployment. First reply < 2 hrs.

Disclaimer

Past performance is not a forecast. SEBI factsheet data refreshed monthly. Operated by Nyra Capital Partners Consultancy Pvt Ltd · APMI Registered (APRN08358).

All-trail commission disclosed before account opening. Minimum investment ₹50,00,000 as mandated by SEBI.

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₹50L+ ticket · PMS · AIF · GIFT City