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Abakkus Diversified Alpha Approach PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Abakkus Diversified Alpha Approach PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the MULTI CAP & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of an Undisclosed Amount.

Over the last 1 year, it delivered a strong return of 1.09%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Abakkus Diversified Alpha Approach PMS Strategy or Investment Approach - PMS Details

Strategy Name

Diversified Alpha Approach

Start Date

01 January 2024

Category

Multi Cap & Flexi Cap

Benchmark

S&P BSE 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakh

Fund Manager

Mr. Sunil Singhania

1 Yr. Return

1.09%

3 Yr. Return

NA

5 Yr. Return

NA

Abakkus Diversified Alpha Approach Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

Not Disclosed

Portfolio Age

1 Yrs, 4 Months

SIP

Available

STP

Available

Average Market Cap

Not Disclosed

Abakkus Diversified Alpha Approach PMS Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.75% of Fund Value

Variable Profit Sharing

15% (if above 9% profit)

Exit Load 1st Year

1.50%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Abakkus Diversified Alpha Approach PMS Investment Approach - Portfolio Composition

Large Cap

Not Disclosed

Mid Cap

Not Disclosed

Small Cap

Not Disclosed

Cash & Equivalent

Not Disclosed

Check out Business Opportunities with Similar Brands

Abakkus Diversified Alpha Approach Portfolio Strategy - Top 5 Sectors

Banks

Not Disclosed

Industrial Products

Not Disclosed

Retailing

Not Disclosed

Services

Not Disclosed

Healthcare

Not Disclosed

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