Alternative
Investment
Funds (AIFs)
Abakkus Growth Fund, a Category III AIF, to which Abakkus Asset Manager LLP is the Investment Manager, has launched multiple close-ended schemes. Predominantly the investments are in listed Indian equities. Cumulatively, we manage over INR 12,400 Crs (~USD 1.49 bn) of assets under this platform.
Abakkus Growth Fund - 1 is a benchmark agnostic diversified portfolio of 30-40 companies The portfolio follows fundamental based ideas picked via a bottom-up approach. Large cap allocation is based on top-down sector view with focus on stability. Also, exposure to broader market companies with sustainable business and high ROEs for alpha generation. From risk management perspective, we restrict single stock exposure of less than 10 percent, and not more than 30 percent sector exposure at the time of investment. Thus, the portfolio endeavors to generate alpha and wealth creation by buying with typically 3-5 years holding period and adhering to our “MEETS” Framework. The inception date of the fund was July 12, 2018.
Abakkus Emerging Opportunities Fund – 1 is benchmark agnostic diversified portfolio comprising of 30-40 companies with bias towards mid and small cap. The fund has 15:15:15 discipline to invest in companies that qualify in at least 2 criteria out of 3. The portfolio follows fundamental based ideas picked via a bottom-up approach. Typically, we pursue 2nd or 3rd player within the sector but at significant discount to the leader. From risk management perspective, we restrict single stock exposure of less than 10 percent, and not more than 30 percent sector exposure at the time of investment. Thus, the portfolio endeavors to generate alpha and wealth creation by buying with typically 3-5 years holding period and adhering to our “MEETS” Framework. The inception date of the fund was June 6, 2019.
Abakkus Growth Fund - 2 is a benchmark agnostic flexi-cap diversified portfolio of ~30 companies. The fund endeavours to generate alpha and wealth creation by buying with typically 3-5 years holding period and adhering to “MEETS” Framework. In large caps, the fund has a contra and differentiated approach to investing. In broader markets, focus is on Bottom-up stock picks via inhouse research. From risk management perspective, fund will restrict single stock exposure at max 10 percent, and not more than 30 percent sector exposure at the time of investment. The inception date of the fund was November 11, 2021.
Abakkus Diversified Alpha Fund is a benchmark agnostic diversified portfolio of ~40 companies. The fund endeavours to generate alpha and wealth creation by buying with typically 3-5 years with a focus on value-conscious style of investing and a disciplined approach to investing across market caps and sectors. The fund follows a unique 40:30:20:10 approach to portfolio creation, thereby capturing opportunities across market capitalization. In large caps, the fund has a contra and differentiated approach to investing. In broader markets, focus is on Bottom-up stock picks via inhouse research. The fund observed its first close on December 14, 2022.
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CIN: AAM-2364 | PMS SEBI Reg. No.: INP000006457 | RIA SEBI Reg. No.: INA000015729 |
Category III AIF SEBI Reg. No.: IN/AIF3/18-19/0550
Category II AIF SEBI Reg. No.: IN/AIF2/21-22/0980 | Category I AIF SEBI Reg. No.: IN/AIF1/21-22/0976 | Category III AIF (Open Ended) SEBI Reg. No.: IN/AIF3/23-24/1326 | Registered FME (Non-Retail) IFSCA Reg. No.: IFSCA/FME/II/2022-23/041
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