What this strategy is
The Portfolio Manager offers Discretionary Portfolio Management Services, Advisory Services and Non-Discretionary Portfolio Management Services as per Portfolio Management Services Agreement executed with each Client. The Portfolio Manager shall not invest the clients' funds in the portfolio managed or administered by another portfolio manager or based on the advice of any other entity. The Portfolio Manager under its Discretionary Portfolio Management Services offers investment approaches with different investment objectives and policies. Following Investment Approaches are currently offered by the Portfolio Manager under Discretionary services: · ABN Capital Flagship Equity Portfolio · ABN Capital Managed Wealth Portfolio Following Investment Approach are currently offered by the Portfolio Manager under NonDiscretionary services: · ABN Capital Bespoke Portfolio .
- This strategy₹1.00 Cr
- S&P BSE 500 Total Return Index₹1.00 Cr
Illustrative monthly path, net of fees, modelled to the strategy's since-inception CAGR versus the S&P BSE 500 Total Return Index. Not the actual NAV series; past performance is not indicative of future returns.
Trailing returns vs benchmark
Absolute for windows under a year, annualised (CAGR) beyond. Alpha is the strategy minus its benchmark.
This strategyHow often it has beaten the index
Across every rolling holding period in the modelled history — the longer you hold, the more the odds have favoured the strategy.
Not enough track record to compute rolling windows yet.
Computed on an illustrative monthly path modelled to the since-inception CAGR — not the actual NAV series.
The quality of those returns
Returns mean little without the ride that earned them.
Size the position so a drawdown of that order is one you can sit through.
Under the hood — where the money sits
Spread across the market-cap curve.
- Cash / Debt100%
Top holdings and the sector book stream from the live feed — ask Nyra for the current portfolio.
Who runs the money
A strategy is only as good as the hand on the wheel.
ABN's Flexi Cap approach blends valuation discipline with growth conviction, tilting toward whichever side the cycle is paying for. It is benchmarked to the S&P BSE 500 Total Return Index but invests with conviction rather than hugging the index.
A focused book of roughly 30–40 holdings means the highest-conviction ideas actually move the portfolio.
A 0-year track record across rallies and drawdowns — positioning shifts with the cycle rather than chasing the last quarter.
Drawdowns are managed deliberately; the worst peak-to-trough on record is kept in check.
A flexi cap strategy with a mixed but improving profile.
Nyra scores ABN - Flagship Equity 7.0/10, on a since-inception CAGR near 3%. Drawdowns have stayed contained — size the position so that ride is one you can hold.
Investors with a 5-year-plus horizon who want active Flexi Cap exposure and can sit through equity drawdowns.
A double-digit drawdown would test your nerve, or you need ₹50 L+ to commit at the SEBI minimum.
A steadier core (large-cap or hybrid) so this can play the higher-conviction satellite in your overall allocation.
The fine print, in plain sight
- Inception
- Jan 2026
- Track record
- 0 years
- Category
- Equity: Flexi Cap
- Style
- Blend
- Benchmark
- S&P BSE 500 Total Return Index
- Holdings
- —
- Fixed fee
- —
- Performance fee
- No profit share
- Minimum investment
- ₹50 L
- Lock-in / exit
- Exit Load: 1 Year: 3.00%, 2 Year: 2.00%, 3 Year: 1.00%
- Reporting
- Monthly + live login
- Regulator
- SEBI-registered PMS
PMS Sahi Hai is a SEBI-registered platform. Figures are sourced from the strategy's disclosures and the live feed; the growth chart, rolling-window and risk figures are modelled to the disclosed since-inception CAGR (illustrative, not the actual NAV series). Returns are net of fees where stated. Investments in PMS, AIF and GIFT City strategies are subject to market risk — past performance is not indicative of future results. This page is information, not investment advice.
“I held two PMS for four years and couldn't tell you why. One 15-minute review showed me the overlap, the real post-tax number, and one fund worth replacing. Nobody had ever shown me that math.”
Rajesh K.HNI · Mumbai · ₹3.2 Cr · 2 PMS reviewedComposite client stories — names changed, numbers preserved.
ABN - Flagship Equity — common questions
What is ABN - Flagship Equity?
ABN - Flagship Equity is a Flexi Cap PMS strategy from ABN. It follows a Blend style, is benchmarked to the S&P BSE 500 Total Return Index, and carries a Nyra score of 7.0/10.
Who should consider ABN - Flagship Equity?
It suits investors with a five-year-plus horizon who want active Flexi Cap exposure and can stay invested through market drawdowns. The SEBI minimum is ₹50 L.
What returns has it delivered?
Since inception (Jan 2026) it has compounded at roughly 3% a year. Returns are net of fees; past performance is not a guarantee of future results.
What are the fees and lock-in?
—, with a performance fee of No profit share. Exit / lock-in terms: Exit Load: 1 Year: 3.00%, 2 Year: 2.00%, 3 Year: 1.00%.
How risky is it?
Like all market-linked products it can fall in value; the worst drawdown on record is disclosed in the factsheet. ABN is SEBI-registered and reports monthly. This page is information, not investment advice.
