74%
1-year holding
of 61 windows beat the index
Avg / yr+29.1%
Equity: Mid & Small Cap
Abakkus - Emerging Opportunities
7.6
Nyra score
Independently scored
6-yr track record · since Aug 2020BlendAUM ₹5,943 CrMax drawdown −22.98%SEBI-registered PMS
3Y CAGR
17.3%
vs 12.5% index
5Y CAGR
16.3%
vs 12.2% index
Since inception
26.4%
CAGR · net of fees
₹1 Cr became
₹4.08 Cr
index ₹2.62 Cr
AUM
₹5,943 Cr
strategy size
Minimum
₹50 L
SEBI minimum
Snapshot
What this strategy is
The fund endeavor to generate alpha and risk adjusted returns for the investor by investing in benchmark agnostic multi-cap portfolio with bias towards companies which classify in the mid and small market capitalization. ## Age: 5 Years 10 Months
Performance · what ₹1 crore would have become
₹4.08 Cr
+308% · 4.1× your money
- This strategy₹4.08 Cr
- S&P BSE 500 Total Return Index₹2.62 Cr
₹1 Cr invested at inception (Aug 2020)6.0 yrs
Illustrative monthly path, net of fees, modelled to the strategy's since-inception CAGR versus the S&P BSE 500 Total Return Index. Not the actual NAV series; past performance is not indicative of future returns.
Returns
Trailing returns vs benchmark
Absolute for windows under a year, annualised (CAGR) beyond. Alpha is the strategy minus its benchmark.
1M
3M
6M
1Y
3Y
5Y
SI
This strategy4.7%
19.3%
0.4%
-1.7%
17.3%
16.3%
26.4%
S&P BSE 500 Total Return Index
1.7%
12.1%
-3.5%
-2%
12.5%
12.2%
17.4%
Alpha
+3%
+7.2%
+3.9%
+0.3%
+4.8%
+4.1%
+9%
Reliability
How often it has beaten the index
Across every rolling holding period in the modelled history: the longer you hold, the more the odds have favoured the strategy.
95%
3-year holding
of 37 windows beat the index
Avg / yr+28.2%
100%
5-year holding
of 13 windows beat the index
Avg / yr+27.6%
Computed on an illustrative monthly path modelled to the since-inception CAGR, not the actual NAV series.
Risk
The quality of those returns
Returns mean little without the ride that earned them.
−22.98%
Max drawdown
-7.5%
Worst 1-yr window
23.4%
Volatility (ann.)
0.70
Sharpe ratio
In its worst stretch the strategy fell −22.98% peak-to-trough. A Sharpe of 0.70 means it earned a modest return for each unit of risk taken. Size the position so a drawdown of that order is one you can sit through.
Portfolio
Under the hood: where the money sits
A focused book of about 29 stocks, spread across the market-cap curve.
Market-cap mix
- Large14%
- Mid23%
- Small58%
- Cash / Debt5%
Concentration
Holdings29 stocks
Cash / debt buffer5%
Top holdings and the sector book stream from the live feed; ask Nyra for the current portfolio.
Manager
Who runs the money
A strategy is only as good as the hand on the wheel.
AC
View full profile Fund manager
Aman Chowhan
Abakkus · 6-yr strategy tenure · ₹5,943 Cr managed
Investment philosophy
Abakkus's Mid & Small Cap approach blends valuation discipline with growth conviction, tilting toward whichever side the cycle is paying for. It is benchmarked to the S&P BSE 500 Total Return Index but invests with conviction rather than hugging the index.
Conviction over the index
A focused book of roughly 29 holdings means the highest-conviction ideas actually move the portfolio.
Through the cycle
A 6-year track record across rallies and drawdowns; positioning shifts with the cycle rather than chasing the last quarter.
Risk first
Drawdowns are managed deliberately; the worst peak-to-trough on record is about −22.98%.
Nyra's read
A dependable mid & small cap strategy that scores well on the comparative Nyra Score.
Nyra scores Abakkus - Emerging Opportunities 7.6/10, on a since-inception CAGR near 26.4% and a 3-year CAGR of 17.3%. Its sharpest fall on record is about −22.98%. Size the position so that ride is one you can hold.
Best suited to
Investors with a 5-year-plus horizon who want active Mid & Small Cap exposure and can sit through equity drawdowns.
Mind if
A −22.98% drawdown would test your nerve, or you need ₹50 L+ to commit at the SEBI minimum.
Pairs well with
A steadier core (large-cap or hybrid) so this can play the higher-conviction satellite in your overall allocation.
Facts & fees
The fine print, in plain sight
- Inception
- Aug 2020
- Track record
- 6 years
- Category
- Equity: Mid & Small Cap
- Style
- Blend
- Benchmark
- S&P BSE 500 Total Return Index
- Holdings
- 29 stocks
- Fixed fee
- 2.50% fixed
- Performance fee
- 15% over 9.00% hurdle
- Minimum investment
- ₹50 L
- Lock-in / exit
- Exit Load: 1 Year: 1.50%, 2 Year: 0.00%, 3 Year: 0.00%
- Reporting
- Monthly + live login
- Regulator
- SEBI-registered PMS
PMS Sahi Hai is an APMI-registered distribution platform. Figures are sourced from the strategy's disclosures and the live feed; the growth chart, rolling-window and risk figures are modelled to the disclosed since-inception CAGR (illustrative, not the actual NAV series). Returns are net of fees where stated. Investments in PMS, AIF and GIFT City strategies are subject to market risk. Past performance is not indicative of future results. This page is information, not investment advice.
What investors say when they sit down with us
Things investors say to us. Composites, not any one person.
₹3.2 Cr · 2 PMS reviewed
“I held two PMS for four years and couldn't tell you why. One 15-minute review showed me the overlap, the real post-tax number, and one fund worth replacing. Nobody had ever shown me that math.”
FAQ
Abakkus - Emerging Opportunities: common questions
What is Abakkus - Emerging Opportunities?
Abakkus - Emerging Opportunities is a Mid & Small Cap PMS strategy from Abakkus, managed by Aman Chowhan. It follows a Blend style, is benchmarked to the S&P BSE 500 Total Return Index, and carries a Nyra score of 7.6/10.
Who should consider Abakkus - Emerging Opportunities?
It suits investors with a five-year-plus horizon who want active Mid & Small Cap exposure and can stay invested through market drawdowns. The SEBI minimum is ₹50 L.
What returns has it delivered?
Since inception (Aug 2020) it has compounded at roughly 26.4% a year, with a 3-year CAGR of 17.3% against 12.5% for the S&P BSE 500 Total Return Index. Returns are net of fees; past performance is not a guarantee of future results.
What are the fees and lock-in?
2.50% fixed, with a performance fee of 15% over 9.00% hurdle. Exit / lock-in terms: Exit Load: 1 Year: 1.50%, 2 Year: 0.00%, 3 Year: 0.00%.
How risky is it?
Like all market-linked products it can fall in value; the worst drawdown on record is about −22.98%. Abakkus is SEBI-registered and reports monthly. This page is information, not investment advice.
