Manager
Abakkus Investment Managers
Service
Discretionary
Asset class
Equity

Abakkus Emerging Opportunities Approach

+6.74%

1-year return

Benchmark BSE500TRI −2.33% · to 30 Sep 2026

Abakkus Investment Managers’ Abakkus Emerging Opportunities Approach returned 6.74% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE500TRI. It managed ₹6,103 crore across its clients.

Key numbers

AUM
₹6,103 Cr
Benchmark
BSE500TRI
Turnover, past year
0.38×
Min. investment
₹50 lakh (SEBI)
Reported to SEBI
30 Sep 2026

Returns vs benchmark

Abakkus Emerging Opportunities Approach returns against the BSE500TRI
PeriodThis strategyBSE500TRIDifference
1 month−1.73%−5.57%+3.84%
3 months+2.10%−3.59%+5.69%
6 months+21.76%+8.07%+13.69%
1 year+6.74%−2.33%+9.07%
2 years+1.35%−3.93%+5.28%
3 years+12.10%+9.20%+2.90%
4 years+20.75%+11.22%+9.53%
5 years+14.45%+8.91%+5.54%
Since inception+25.64%+15.90%+9.74%

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 equity97.06%
  • Cash and other2.93%
  • Mutual funds0.01%

Flows and turnover

Inflow, Sep 2026
₹96.29 Cr
Outflow, Sep 2026
₹49.28 Cr
Net, Sep 2026
₹47.01 Cr
Net, FY to date
₹101 Cr
Turnover, month
0.08×
Turnover, past year
0.38×

Money clients put in and took out. The financial year runs from 1 April.

FAQs

What has Abakkus Emerging Opportunities Approach returned?

6.74% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −1.73%; 3 months: 2.10%; 6 months: 21.76%; 1 year: 6.74%; 2 years: 1.35%; 3 years: 12.10%; 4 years: 20.75%; 5 years: 14.45%; Since inception: 25.64%.

How has it done against its benchmark?

Its benchmark, the BSE500TRI, returned −2.33% over the year, so the strategy was 9.07 percentage points ahead.

How much does Abakkus Emerging Opportunities Approach manage?

₹6,103 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 Emerging Opportunities 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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