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Abakkus All Cap Approach

A diversified all-cap equity strategy focused on fundamental investing across large, mid, and small cap companies to generate long-term risk-adjusted returns.

All Cap Strategy
Benchmark Agnostic
Research Driven
Long-Term Focus
Diversified Portfolio
Professional Mgmt

Investment Objective

The Abakkus All Cap Approach aims to generate long-term capital appreciation through a diversified portfolio of fundamentally strong businesses across large-cap, mid-cap, and small-cap segments. The strategy follows a benchmark-agnostic approach and focuses on identifying companies with sustainable competitive advantages, strong return ratios, and long-term earnings growth potential.

Performance Since Inception

Strategy growth vs Benchmark index

SI CAGR
23.1%
Benchmark
17.9%

₹100 invested in Oct 2020 has grown to ~₹322, compared to ~₹315 in the BSE 500 TRI.

TWRR Basis

Returns Summary

1 YEAR13.33%
3 YEARS18.33%
5 YEARS17.23%
SINCE INCEPTION23.11%

Portfolio Snapshot

MixApril 2026
Large Cap
64.77%
Mid Cap
10.78%
Small Cap
17.82%
Cash & Eq
6.63%

Top Sector Allocation

Top Sector: Banks
Banks15.91%
Industrials15.44%
Commodities12.1%
NBFC9.29%
Healthcare8.49%

Why Invest?

  • Diversified exposure across market capitalizations
  • Benchmark-agnostic portfolio construction
  • Research-driven stock selection process
  • Balance between stability and alpha generation

Investment Philosophy

The strategy combines a top-down sector allocation approach with bottom-up stock selection. Large-cap investments provide portfolio stability, while carefully selected mid-cap and small-cap companies contribute to alpha generation. The portfolio emphasizes businesses with strong fundamentals, quality management, healthy cash flows, and consistent return on equity.

Top 10 Holdings

1
Vedanta Ltd
6.61%
2
Sun Pharma
5.22%
3
Max Financial
5.18%
4
Axis Bank
5.13%
5
Larsen & Toubro
5.13%
6
Aditya Birla Cap
5.03%
7
NTPC Ltd
4.89%
8
State Bank of India
4.77%
9
Polycab India
4.53%
10
Bharti Airtel
4.37%

Who Should Invest?

HNIs seeking professional portfolio management.

Investors with a 3–5 year investment horizon.

Investors looking for diversified equity exposure across market caps.

Investors comfortable with moderate to high market volatility.

Investors seeking long-term wealth creation.

Disclaimer: Past performance may or may not be sustained in the future. Returns are calculated on a TWRR basis and are not verified by SEBI. Investments are subject to market risks.