- Manager
- Abakkus Investment Managers
- Service
- Discretionary
- Asset class
- Equity
Abakkus Diversified Alpha Approach
+13.42%
1-year return
Benchmark BSE500TRI −2.33% · to 30 Sep 2026
Abakkus Investment Managers’ Abakkus Diversified Alpha Approach returned 13.42% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE500TRI. It managed ₹1,343 crore across its clients.
Key numbers
- AUM
- ₹1,343 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 | −2.89% | −5.57% | +2.68% |
| 3 months | −0.62% | −3.59% | +2.97% |
| 6 months | +20.67% | +8.07% | +12.60% |
| 1 year | +13.42% | −2.33% | +15.75% |
| 2 years | +3.34% | −3.93% | +7.27% |
| Since inception | +9.87% | +4.71% | +5.16% |
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 equity97.89%₹1,315 Cr
- Cash and other2.11%₹28.31 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹57.74 Cr
- Outflow, Sep 2026
- ₹20.35 Cr
- Net, Sep 2026
- ₹37.39 Cr
- Net, FY to date
- ₹39.04 Cr
- Turnover, month
- 0.07×
- Turnover, past year
- 0.26×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Abakkus Diversified Alpha Approach returned?
13.42% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.89%; 3 months: −0.62%; 6 months: 20.67%; 1 year: 13.42%; 2 years: 3.34%; Since inception: 9.87%.
How has it done against its benchmark?
Its benchmark, the BSE500TRI, returned −2.33% over the year, so the strategy was 15.75 percentage points ahead.
How much does Abakkus Diversified Alpha Approach manage?
₹1,343 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 Diversified Alpha 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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