- Manager
- Abakkus Investment Managers
- Service
- Discretionary
- Asset class
- Equity
Abakkus All Cap Approach (Shariah)
−0.89%
1-year return
Benchmark BSE500TRI −2.33% · to 30 Sep 2026
Abakkus Investment Managers’ Abakkus All Cap Approach (Shariah) returned −0.89% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE500TRI. It managed ₹15.03 crore across its clients.
Key numbers
- AUM
- ₹15.03 Cr
- Benchmark
- BSE500TRI
- Turnover, past year
- 0.26×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE500TRI | Difference |
|---|---|---|---|
| 1 month | −3.65% | −5.57% | +1.92% |
| 3 months | −4.95% | −3.59% | −1.36% |
| 6 months | +10.49% | +8.07% | +2.42% |
| 1 year | −0.89% | −2.33% | +1.44% |
| 2 years | −6.38% | −3.93% | −2.45% |
| 3 years | +6.71% | +9.20% | −2.49% |
| 4 years | +15.54% | +11.22% | +4.32% |
| Since inception | +10.42% | +10.08% | +0.34% |
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 equity93.01%₹13.98 Cr
- Cash and other6.99%₹1.05 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.50 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0.50 Cr
- Net, FY to date
- ₹1.14 Cr
- Turnover, month
- 0.02×
- Turnover, past year
- 0.26×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Abakkus All Cap Approach (Shariah) returned?
−0.89% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.65%; 3 months: −4.95%; 6 months: 10.49%; 1 year: −0.89%; 2 years: −6.38%; 3 years: 6.71%; 4 years: 15.54%; Since inception: 10.42%.
How has it done against its benchmark?
Its benchmark, the BSE500TRI, returned −2.33% over the year, so the strategy was 1.44 percentage points ahead.
How much does Abakkus All Cap Approach (Shariah) manage?
₹15.03 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 (Shariah)?
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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