Manager
Abakkus Investment Managers
Service
Discretionary
Asset class
Equity

Abakkus Emerging Opportunities (Shariah) Approach

+8.48%

1-year return

Benchmark BSE500TRI −2.33% · to 30 Sep 2026

Abakkus Investment Managers’ Abakkus Emerging Opportunities (Shariah) Approach returned 8.48% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE500TRI. It managed ₹16.85 crore across its clients.

Key numbers

AUM
₹16.85 Cr
Benchmark
BSE500TRI
Turnover, past year
0.32×
Min. investment
₹50 lakh (SEBI)
Reported to SEBI
30 Sep 2026

Returns vs benchmark

Abakkus Emerging Opportunities (Shariah) Approach returns against the BSE500TRI
PeriodThis strategyBSE500TRIDifference
1 month+0.97%−5.57%+6.54%
3 months+6.01%−3.59%+9.60%
6 months+28.26%+8.07%+20.19%
1 year+8.48%−2.33%+10.81%
2 years+0.23%−3.93%+4.16%
3 years+13.75%+9.20%+4.55%
Since inception+17.04%+10.91%+6.13%

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 equity93.47%
  • Cash and other6.53%

Flows and turnover

Inflow, Sep 2026
₹0
Outflow, Sep 2026
₹0
Net, Sep 2026
₹0
Net, FY to date
₹2.56 Cr
Turnover, month
0.02×
Turnover, past year
0.32×

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

FAQs

What has Abakkus Emerging Opportunities (Shariah) Approach returned?

8.48% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.97%; 3 months: 6.01%; 6 months: 28.26%; 1 year: 8.48%; 2 years: 0.23%; 3 years: 13.75%; Since inception: 17.04%.

How has it done against its benchmark?

Its benchmark, the BSE500TRI, returned −2.33% over the year, so the strategy was 10.81 percentage points ahead.

How much does Abakkus Emerging Opportunities (Shariah) Approach manage?

₹16.85 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 (Shariah) 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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