- Manager
- Abakkus Investment Managers
- Service
- Discretionary
- Asset class
- Equity
Abakkus Personalised Opportunity Specific Strategy
+21.75%
1-year return
Benchmark BSE500TRI −2.33% · to 30 Sep 2026
Abakkus Investment Managers’ Abakkus Personalised Opportunity Specific Strategy returned 21.75% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE500TRI. It managed ₹2,051 crore across its clients.
Key numbers
- AUM
- ₹2,051 Cr
- Benchmark
- BSE500TRI
- Turnover, past year
- 0.42×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE500TRI | Difference |
|---|---|---|---|
| 1 month | −1.07% | −5.57% | +4.50% |
| 3 months | +7.75% | −3.59% | +11.34% |
| 6 months | +37.66% | +8.07% | +29.59% |
| 1 year | +21.75% | −2.33% | +24.08% |
| 2 years | +5.66% | −3.93% | +9.59% |
| 3 years | +19.12% | +9.20% | +9.92% |
| 4 years | +21.97% | +11.22% | +10.75% |
| 5 years | +19.20% | +8.91% | +10.29% |
| Since inception | +37.13% | +16.74% | +20.39% |
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 equity95.44%₹1,957 Cr
- Cash and other2.61%₹53.59 Cr
- Mutual funds1.95%₹39.94 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹100 Cr
- Outflow, Sep 2026
- ₹27.26 Cr
- Net, Sep 2026
- ₹72.90 Cr
- Net, FY to date
- ₹215 Cr
- Turnover, month
- 0.03×
- Turnover, past year
- 0.42×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Abakkus Personalised Opportunity Specific Strategy returned?
21.75% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −1.07%; 3 months: 7.75%; 6 months: 37.66%; 1 year: 21.75%; 2 years: 5.66%; 3 years: 19.12%; 4 years: 21.97%; 5 years: 19.20%; Since inception: 37.13%.
How has it done against its benchmark?
Its benchmark, the BSE500TRI, returned −2.33% over the year, so the strategy was 24.08 percentage points ahead.
How much does Abakkus Personalised Opportunity Specific Strategy manage?
₹2,051 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 Personalised Opportunity Specific Strategy?
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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