Strategy performance
Abakkus Curated Personlized Portfolio Strategy
ABAKKUS ASSET MANAGER PRIVATE LIMITED · AUM ₹149 Cr · as of Jun 2026
Our read
₹100 grew to ₹152.4 since inception (+19.1% CAGR), with a max drawdown of −27.9%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
Since inception
+19.1%
Max drawdown
−27.9%
Volatility
+27.0%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
Abakkus Curated Personlized Portfolio Strategy₹152.4Jun 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −7.3% | −1.7% | −6.4% | +22.8% | +7.5% | +4.3% | +17.5% | ||||||
| 2025 | −18.9% | −9.7% | +2.1% | +3.1% | +12.3% | +6.5% | +0.3% | −5.8% | +0.9% | +0.2% | −2.2% | +0.3% | −13.6% |
| 2024 | +15.7% | +6.2% | +5.4% | +5.4% | +6.2% | +1.4% | +3.6% | −1.5% | +50.2% | ||||
| 2023 | 0.0% | 0.0% | 0.0% | 0.0% |
Metrics
Tearsheet- 1M return
- +4.3%
- 3M return
- +37.7%
- 6M return
- +17.5%
- 1Y return
- +10.2%
- 2Y CAGR
- +11.3%
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +19.1%
- Total return
- +52.4%
- Average month
- +1.8%
- Median month
- +0.9%
- Average up month
- +5.8%
- Best month
- +22.8%
- Best rolling 12M
- +21.8%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Jun 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Abakkus Curated Personlized Portfolio Strategy performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Abakkus Curated Personlized Portfolio Strategy performed?
- Abakkus Curated Personlized Portfolio Strategy (ABAKKUS ASSET MANAGER PRIVATE LIMITED) shows CAGR 19.06% and max drawdown -27.91% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Abakkus Curated Personlized Portfolio Strategy CAGR / max drawdown?
- CAGR is 19.06%; max drawdown is -27.91%. We only publish CAGR when there are enough months (≥12 on this track of 29 months). Learn more
- Where do Abakkus Curated Personlized Portfolio Strategy returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Abakkus Curated Personlized Portfolio Strategy?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more