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Diversified Alpha Approach
Diversified Alpha Approach

Diversified Alpha Approach

  • Abakkus Asset Manager LLP
  • Multi Cap AND Flexi Cap
  • 85
    Out of 235*
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Portfolio age1 year, 11 months
5.64%
4.27%
Hurdle Rate**9%
Fixed fee2.50%
Min. Investment50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Sunil Singhania
  • Manager Rank Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUMUndisclosed
  • Highest Return In 1 Yr5.38%
Profile

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.

Other Schemes
AUM (₹ Cr)
UNDISC.
Hurdle Rate
9%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
32 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
9.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
52 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
9.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
18 Out of 53
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
UNDISC.
Hurdle Rate
9%
Benchmark
S&P BSE 500 TRI
Category Rank
32 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Abakkus Asset Manager LLP
Abakkus Asset Manager LLP manages assets worth Rs 21681.47 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap and 1 Small And Mid Cap schemes.

AUM (₹ cr)

21,681.47 (As on Oct, 2025)

Number of Schemes

3
Schemes From This AMC
AUM (₹ Cr)
UNDISC.
Hurdle Rate
9%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
32 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
9.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
52 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
9.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
18 Out of 53
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Diversified Alpha Approach?
The hurdle rate of Diversified Alpha Approach is 9%.
What is the fixed fee charged in Diversified Alpha Approach ?
The fixed fee charged in Diversified Alpha Approach is 2.50%.
What is the variable fee charged in Diversified Alpha Approach ?
The variable fee charged in Diversified Alpha Approach is 1.75%.
What is the profit sharing in Diversified Alpha Approach ?
The profit sharing in Diversified Alpha Approach is 15% Profit Sharing above 9% hurdle.
What is the minimum investment in Diversified Alpha Approach ?
The minimum investment in Diversified Alpha Approach is ₹50 Lacs
What type of scheme is Diversified Alpha Approach?
Diversified Alpha Approach is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Diversified Alpha Approach?
The inception date of Diversified Alpha Approach is Jan 01, 2024.
What is the exit load of Diversified Alpha Approach?
Exit load is 1.50% if redeemed in 0-1 year, 0% thereafter.