What is the hurdle rate of Abakkus - All Cap Approach?

The hurdle rate of Abakkus - All Cap Approach is 9.00%.

What is the fixed fee charged in Abakkus - All Cap Approach ?

The fixed fee charged in Abakkus - All Cap Approach is 2.50%.

What is the variable fee charged in Abakkus - All Cap Approach ?

The variable fee charged in Abakkus - All Cap Approach is 1.75%.

What is the profit sharing in Abakkus - All Cap Approach ?

The profit sharing in Abakkus - All Cap Approach is 15% Profit Sharing above 9% Hurdle.

What is the minimum investment in Abakkus - All Cap Approach ?

The minimum investment in Abakkus - All Cap Approach is ₹50 Lacs

What type of scheme is Abakkus - All Cap Approach?

Abakkus - All Cap Approach is an Equity scheme. It falls in the MULTI CAP AND FLEXI CAP category.

What is the inception date of Abakkus - All Cap Approach?

The inception date of Abakkus - All Cap Approach is Oct 29, 2020.

Abakkus - All Cap Approach

Abakkus Asset Manager LLP
MULTI CAP AND FLEXI CAP

74
Out of 164*
Compare
Share

Portfolio age4 years, 8 months

4.8%

3.68%

Hurdle Rate**9.00%

Fixed fee2.50%

Min. Investment₹50 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

TRAILING PERFORMANCE

(As on 30/06/2025)

Compare the performance of the PMS scheme against benchmark across different time periods.

DETAILED PORTFOLIO

EQUITY (Undisclosed)

Allocation by Market Cap

Undisclosed

Sector Holdings

Undisclosed

Stock Holdings

Undisclosed

PORTFOLIO MANAGERS

Aman Chowhan

Manager Rank74 Out of 164
i
Rank is based on 3-year return
Schemes Managed3
Total AUMUndisclosed
Highest Return In 1 Yr11.18%

Profile

Aman has over 17 years of Indian equity experience. Prior to joining Abakkus he was Portfolio manager for all local and offshore schemes for PMS division of Reliance Asset Management (now Nippon Life India Asset Management). Having worked at Singapore office of Reliance, Aman brings along a regional and global perspective in investing and has strong track record across – benchmark, absolute long and long-short strategies. Before joining Reliance in 2005 he was associated as research analyst with TAIB securities, Tata TD waterhouse and other brokerage firms. Aman holds an MBA degree from Mumbai University.

Other Schemes

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Abakkus - All Cap Approach

AUM (₹ Cr)

UNDISC.

Hurdle Rate

9.00%

Benchmark

S&P BSE 500 TRI

FUND SUMMARY

AUM (₹ Cr)

UNDISC.

(As on Jun, 2025)

Inception Date

Oct 29, 2020

Min. Investment

₹50 Lacs

SIP Option

Not Available

STP Option

Available

Exit Load

Exit load is 1.50% if redeemed in 0-1 year, 0% thereafter.

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

2.50%

Variable Fee

1.75%

Hurdle Rate

9.00%

Profit Sharing

15% Profit Sharing above 9% Hurdle

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INVESTMENT PHILOSOPHY

Objective

The fund endeavors to generate alpha and risk adjusted returns for the investor by investing in benchmark agnostic portfolio across market capitalization.

Investment Approach

Benchmark agnostic diversified All-cap portfolio.Fundamental based ideas picked via a bottom up approach.Large cap allocation based on top down sector view with focus on stability.Alpha from exposure to broader market companies with sustainable business and high ROEs.