Abakkus Investment Advisors

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Abakkus Asset Manager Private Limited

Abakkus is an alpha focused asset manager managing roughly INR ~33,000 crores (as on 31st January 2025) at group level in long only strategies for Indian equities. Our offerings include Close ended Category II & III Alternative Investment Funds, Portfolio Management Services, Advisory Services for Domestic and Global

Investors and UCITS Fund. Abakkus Investment Advisor provides advisory services under a separate identifiable division under the brand Abakkus Smart.

Latest from Abakkus Investment Advisors's desk

Years of experience

25+ Years

SEBI Registered

INA000015729

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All your questions answered

Frequently asked questions

What are the products offered?

Abakkus Smart Flexicap Portfolio : The investment advisory portfolio is a benchmark agnostic diversified portfolio predominantly within Top 250 companies with focus on alpha generation and risk adjusted returns along with stability and liquidity.

What is their investment philosophy?

INVESTMENT PHILOSOPHY, Believe in Alpha Generation and not Allocation, We believe in investing with an endeavor to generate alpha over the markets than just allocation within the benchmark index. Alpha via companies where profit growth is higher than the market average and/or value companies which are underpriced and have reasonable growth expectations or some triggers. We also believe in betting on Indian entrepreneurs and companies, which have scalable business models with potential of becoming large caps over the medium term., Focus on Fundamentals, We only follow fundamentals driven bottom-up stock selection approach with focus on Balance Sheet. Our experience and belief is that numbers speak more than presentations and hype and returns are ultimately all about earnings., Independent Thought Process, Backed by large and experienced investment team, our focus is to do primary research and follow our independent investment thesis in a disciplined manner. We do not get carried away by market views and peer / management talks., Agile & Flexible, We evaluate each investment opportunity on its individual merit and are not constrained to a particular theme or style. Each strategy is constantly monitored and we are quick to act., Happy to be Contrarian, We are not shy to be first, early and/or only investors. We do not chase the momentum and are open to look at companies across sectors, market caps and business cycle., Patient Investors, We believe in buy and hold strategy. We invest in companies as if investing in a business and think like a partner in that business., Risk Reward Equation, We focus on having a favorable risk reward equation, investing only if the return expectation justifies the risk taken. We believe that a good company might not necessarily be a good investment. Hence, we focus on the price we pay, and value derived from it.

What is a smallcase ?

A smallcase is a basket of stocks/ETFs* in a specified weighting scheme that reflects a certain objective (ideas, themes, strategies), backed by the research of the smallcase manager. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.

Who can subscribe to these smallcases?

The smallcase manager decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to the smallcase manager's Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,

How do I track my smallcases?

When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.

How can I cancel my eMandate?

One of the payment method available to subscribe to a fee based smallcase is eNACH where an e-Mandate is created., If you want to cancel your e-Mandate(s) linked with any of your fee based smallcase subscription, please drop an email to publisher.help@smallcase.com with the following details:, Email used for subscription, Subscribed smallcase Name, We will share the mandate(s) details in response to your request including the below:, Mandate maximum limit, Mandate Validity, UMRN no. (Unique Mandate Registration Number), To proceed with the cancellation of the mandate, we would require your confirmation by email after verifying the mandate and payment details. , After receiving your confirmation, we will process the mandate cancellation and update you with the status within 72 hours.