The Abakkus Flexi Cap Fund is an open-ended equity scheme that will invest across large-cap, mid-cap and small-cap companies.

Abakkus Mutual Fund Debuts With Flexi Cap Fund; Also Announces Liquid Fund NFO

Abakkus Mutual Fund Launches Maiden Equity Scheme: Abakkus Flexi Cap Fund

The Abakkus Mutual Fund has announced the launch of its maiden equity scheme, the Abakkus Flexi Cap Fund, along with the Abakkus Liquid Fund. This move marks a significant milestone for the fund house, offering investors a diverse range of investment options.

Key Features of Abakkus Flexi Cap Fund

Investment Objective: To generate long-term capital appreciation by investing in a mix of large-cap, mid-cap, and small-cap companies.
Asset Allocation: The fund will invest at least 65% in equity and equity-related instruments, up to 35% in debt and money market instruments, and up to 10% in Real Estate Investment Trusts (REITs) and Infrastructure Investment Trusts (InvITs).
Benchmark Index: The Abakkus Flexi Cap Fund will track the BSE 500 TRI.

Investment Approach and Framework

The Abakkus Mutual Fund will follow its in-house investment framework, MEETS, which evaluates companies based on Management quality, Earnings strength, Events/Trends, Timing, and Structural opportunity. The fund house has also outlined a five-step investment process called the 5Ds — Discovery, Delving, Developing, Detailing, and Delivering — to construct and execute the portfolio.

Market Outlook and Opportunities

India's current economic landscape is seen as favourable for equity investing, with a growth trajectory from a $4 trillion to an $8 trillion economy, supported by strong demographics, rising consumption, digital expansion, and expected nominal GDP growth of 10–12%. Equity penetration in household savings also remains low, offering further growth potential for the asset class.

Management Team and Investment Strategy

The Abakkus Flexi Cap Fund will be managed by Sanjay Doshi, Head of Investments and Research at Abakkus AMC. The minimum investment amount is Rs 500, and the fund will be available in both Regular and Direct plans. Doshi emphasized that the scheme is designed with a focus on risk management and avoids momentum-driven investing, excessive churn, and companies with high leverage.