- Manager
- Abakkus Investment Managers
- Service
- Discretionary
- Asset class
- Equity
Abakkus All Cap Approach
+3.06%
1-year return
Benchmark BSE500TRI −2.33% · to 30 Sep 2026
Abakkus Investment Managers’ Abakkus All Cap Approach returned 3.06% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE500TRI. It managed ₹7,337 crore across its clients.
Key numbers
- AUM
- ₹7,337 Cr
- Benchmark
- BSE500TRI
- Turnover, past year
- 0.34×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE500TRI | Difference |
|---|---|---|---|
| 1 month | −5.45% | −5.57% | +0.12% |
| 3 months | −4.88% | −3.59% | −1.29% |
| 6 months | +7.07% | +8.07% | −1.00% |
| 1 year | +3.06% | −2.33% | +5.39% |
| 2 years | −0.73% | −3.93% | +3.20% |
| 3 years | +8.88% | +9.20% | −0.32% |
| 4 years | +15.43% | +11.22% | +4.21% |
| 5 years | +10.75% | +8.91% | +1.84% |
| Since inception | +20.85% | +16.12% | +4.73% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity91.01%₹6,678 Cr
- Cash and other8.98%₹659 Cr
- Mutual funds0.01%₹0.82 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹111 Cr
- Outflow, Sep 2026
- ₹126 Cr
- Net, Sep 2026
- −₹14.73 Cr
- Net, FY to date
- −₹23.06 Cr
- Turnover, month
- 0.02×
- Turnover, past year
- 0.34×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Abakkus All Cap Approach returned?
3.06% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.45%; 3 months: −4.88%; 6 months: 7.07%; 1 year: 3.06%; 2 years: −0.73%; 3 years: 8.88%; 4 years: 15.43%; 5 years: 10.75%; Since inception: 20.85%.
How has it done against its benchmark?
Its benchmark, the BSE500TRI, returned −2.33% over the year, so the strategy was 5.39 percentage points ahead.
How much does Abakkus All Cap Approach manage?
₹7,337 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Abakkus All Cap Approach?
Abakkus Investment Managers, a SEBI-registered portfolio manager (INP000009959), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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