- Manager
- Abakkus Investment Managers
- Service
- Discretionary
- Asset class
- Equity
Abakkus Select Opportunities Strategy Approach
+22.19%
1-year return
Benchmark BSE500TRI −2.33% · to 30 Sep 2026
Abakkus Investment Managers’ Abakkus Select Opportunities Strategy Approach returned 22.19% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE500TRI. It managed ₹351 crore across its clients.
Key numbers
- AUM
- ₹351 Cr
- Benchmark
- BSE500TRI
- Turnover, past year
- 0.13×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE500TRI | Difference |
|---|---|---|---|
| 1 month | −3.74% | −5.57% | +1.83% |
| 3 months | +4.97% | −3.59% | +8.56% |
| 6 months | +36.07% | +8.07% | +28.00% |
| 1 year | +22.19% | −2.33% | +24.52% |
| 2 years | +6.99% | −3.93% | +10.92% |
| 3 years | +16.29% | +9.20% | +7.09% |
| 4 years | +15.93% | +11.22% | +4.71% |
| 5 years | +16.42% | +8.91% | +7.51% |
| Since inception | +22.22% | +10.70% | +11.52% |
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 equity99.57%₹350 Cr
- Cash and other0.43%₹1.50 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.05 Cr
- Net, Sep 2026
- −₹0.05 Cr
- Net, FY to date
- −₹0.18 Cr
- Turnover, month
- 0.07×
- Turnover, past year
- 0.13×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Abakkus Select Opportunities Strategy Approach returned?
22.19% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.74%; 3 months: 4.97%; 6 months: 36.07%; 1 year: 22.19%; 2 years: 6.99%; 3 years: 16.29%; 4 years: 15.93%; 5 years: 16.42%; Since inception: 22.22%.
How has it done against its benchmark?
Its benchmark, the BSE500TRI, returned −2.33% over the year, so the strategy was 24.52 percentage points ahead.
How much does Abakkus Select Opportunities Strategy Approach manage?
₹351 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 Select Opportunities Strategy 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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