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Abakkus Emerging Opportunities

A fundamentally driven equity portfolio focused on emerging businesses across mid and small caps with long-term growth potential.

Benchmark
BSE 500 TRI
Risk Profile
High
Focus
Mid & Small Cap
Strategy
Alpha Growth
Horizon
3-5+ Years
Inception
26 Aug 2020

Investment Objective

The objective of the strategy is to create long-term wealth by investing in emerging businesses with strong growth potential. The portfolio focuses on fundamentally sound companies primarily in the mid-cap and small-cap segments that can benefit from India's structural economic growth.

Performance Since Inception

Strategy growth vs Benchmark index

SI CAGR
26.67%
Benchmark
17.61%

₹100 invested in Aug 2020 has grown to ~₹392, compared to ~₹335 in the BSE 500 TRI.

TWRR Basis

Returns Summary

1 YEAR7.25%
3 YEARS21.38%
5 YEARS20.20%
SINCE INCEPTION26.67%

Portfolio Snapshot

MixLatest
Large Cap
8.44%
Mid Cap
29.22%
Small Cap
58.77%
Cash & Eq
3.57%

Top Sector Allocation

Top Sector: NBFC
NBFC14.21%
Banks13.99%
Commodities10.98%
Healthcare10.66%
Industrials8.91%

Strategy Advantages

  • Discover Future Leaders: Identify companies before they become large-cap market leaders.
  • Strong Alpha Potential: Opportunity to outperform traditional market indices.
  • Diversified Portfolio: Exposure across sectors and industries.
  • Active Fund Management: Continuous monitoring and portfolio optimization.

Investment Philosophy

Abakkus Emerging Opportunities Approach follows a benchmark-agnostic investment strategy with a strong focus on discovering quality businesses before they become market leaders. The strategy allocates nearly 88% of assets to mid-cap and small-cap companies.

High growth orientation

Diversified sector exposure

Active portfolio management

Alpha-focused stock selection

Top 10 Holdings

1
Sarda Energy & Minerals Ltd
5.88%
2
PNB Housing Finance Ltd
5.65%
3
Federal Bank Ltd
5.03%
4
Max Financial Services Ltd
4.44%
5
Axis Bank Ltd
4.36%
6
The Anup Engineering Ltd
4.19%
7
Canara Bank
4.08%
8
IIFL Finance Ltd
4.07%
9
Jindal Stainless Ltd
3.71%
10
LT Foods Ltd
3.68%

Ideal Investor Profile

HNIs seeking long-term capital appreciation.

Investors comfortable with higher volatility.

Investors seeking exposure to emerging companies.

Growth-oriented investors.

Investors with a 3–5 year investment horizon.

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.