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Diversified Alpha Fund - Abakkus Asset Manager Private Limited

Diversified Alpha Fund Logo

Diversified Alpha Fund - Abakkus Asset Manager Private Limited

Benchmark

BSE 200

Inception Date

Dec 2022

Min. Investment

1,00,00,000

AUM (Cr.)

UNDISC

Investment Performance

Investment Details

Abakkus Diversified Alpha Fund is a benchmark agnostic diversified portfolio of ~40 companies. The fund endeavours to generate alpha and wealth creation by buying with typically 3-5 years with a focus on value-conscious style of investing and a disciplined approach to investing across market caps and sectors. The fund follows a unique 40:30:20:10 approach to portfolio creation, thereby capturing opportunities across market capitalization. In large caps, the fund has a contra and differentiated approach to investing. In broader markets, focus is on Bottom-up stock picks via inhouse research.

Top 5 Holdings

Top 5 Holdings

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

Top 5 Sectors

Top 5 Sectors

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

Portfolio Characteristics

Portfolio Characteristics

Total Number of Stocks0
Top 5 Stocks %0.00%
Top 5 Sectors %0.00%
Average Market CapUNDISC.
Portfolio Age2 Yrs, 2 Months
SIPNot Available
STPNot Available

Portfolio Composition

Portfolio Composition

Trailing Returns

Investment Approach Trailing Returns %

Investment ApproachBenchmark
Since Inception19.21%9.50%
1 Month-8.05%-7.20%
1 Year0.09%-0.60%
2 Year22.53%16.10%
3 Months-14.27%-11.00%
6 Months-17.10%-15.20%
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