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Abakkus Diversified Alpha Approach

A diversified multi-cap equity strategy aimed at capturing growth across large, mid, small, and micro-cap companies with disciplined risk management.

Diversified Caps
Alpha-Focused
Risk-Managed
Long-Term Wealth
Research Driven
Dynamic Allocation

Investment Objective

The strategy aims to generate long-term capital appreciation by investing across large-cap, mid-cap, small-cap, and micro-cap companies while maintaining disciplined risk management and portfolio diversification.

Performance Since Inception

Strategy growth vs Benchmark index

SI Return
9.34%
Benchmark
6.58%

₹100 invested in Jan 2024 has grown to ~₹109, compared to ~₹106 in the BSE 500 TRI.

TWRR Basis

Returns Summary

6 MONTHS2.08%
1 YEAR14.24%
2 YEARS7.47%
SINCE INCEPTION9.34%

Portfolio Snapshot

MixApril 2026
Large Cap
47.41%
Mid Cap
16.95%
Small Cap
26.23%
Micro Cap
2.05%
Cash & Eq
7.36%

Top Sector Allocation

Top Sector: Banks
Banks15.69%
NBFC14.75%
Industrials12.72%
Commodities12.27%
Telecom6.62%

Strategy Advantages

  • Balanced Growth: Combination of stability and high-growth opportunities.
  • Diversified Risk: Exposure across sectors and market caps.
  • Liquidity Focus: Controlled allocation to smaller companies.
  • Active Portfolio Management: Continuous monitoring and portfolio optimization.

Investment Philosophy

Abakkus Diversified Alpha Approach follows a proprietary 40:30:20:10 framework for portfolio construction. This framework aims to balance portfolio volatility while maximizing long-term return potential.

40%

Stability from large-cap companies

30%

Growth through mid-cap businesses

20%

Alpha generation from small-cap

10%

Select exposure to micro-cap

Top 10 Holdings

1
Vedanta Ltd
5.92%
2
PNB Housing
4.82%
3
State Bank of India
4.75%
4
Aditya Birla Cap
4.49%
5
NTPC Ltd
4.19%
6
Larsen & Toubro
4.08%
7
Axis Bank Ltd
4.05%
8
Cummins India
4.05%
9
Bharti Airtel
3.71%
10
Canara Bank
3.55%

Ideal Investor Profile

High Net-Worth Individuals (HNIs).

Long-term investors.

Investors seeking alpha generation.

Investors comfortable with equity market volatility.

Investors looking for diversified market-cap exposure.

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.