NFO Update: Sunil Singhania’s Abakkus Mutual Fund launches its maiden fund, a flexi-cap fund

Abakkus Mutual Fund Launches First Equity NFO, Abakkus Flexi Cap Fund

Abakkus Mutual Fund, a leading mutual fund house, has launched its first equity NFO, Abakkus Flexi Cap Fund, an open-ended equity scheme that will invest across large, mid, and small-cap stocks.

Key Features of Abakkus Flexi Cap Fund

• Investment Objective: To generate long-term capital appreciation for investors by investing across the market capitalization spectrum.
• Asset Allocation: Upwards of 65% of its assets in Equity and Equity Related Instruments, up to 35% of its capital in Debt & Money Market Instruments, and up to 10% in Real Estate Investment Trusts (REITs) and Infrastructure Investment Trusts (InvITs).
• Benchmark: BSE 500 Index (TRI)

Investment Process

The fund's investment process will comprise five 'Ds'. It begins with the 'Discovery' of opportunities from a universe of nearly 1,500 stocks, followed by 'Delving' into companies using the MEETS framework. The team then 'Develops' a comprehensive micro and macro-level view based on competitive advantages and peer analysis, before 'Detailing' the investment thesis and portfolio fit. Finally, it 'Delivers' a thoughtfully constructed portfolio backed by disciplined execution.

Why Invest in Abakkus Flexi Cap Fund?

• India's Growth Story: The country's growth is anchored by the "4Ds" — a strong democratic framework, favourable demographics, rising domestic consumption, and a powerful digital dividend.
• Nominal GDP Growth: Expected to grow 10–12%, earnings expansion and equity returns are well-supported.
• Diversified Flexi-Cap Opportunity: Healthy monsoons, improving earnings, and resilient domestic and potential foreign flows favour a diversified flexi-cap opportunity.

Management Team

The fund will be managed by Sanjay Doshi, Head of Investments and Research, Abakkus AMC. It will be available in both regular and direct options.

Minimum Investment

The minimum investment that can be made in the fund is Rs 500 and thereafter in multiples of Re 1.

Other Products from Abakkus AMC

Alongside the Flexi Cap Fund, Abakkus AMC has also launched a Liquid Fund. The NFO of this liquid fund will also open for subscription on December 8 and will close on December 10.

About Abakkus Mutual Fund

Abakkus Mutual Fund is a leading mutual fund house with a strong track record of managing listed equities. The fund house is backed by decades of experience in managing listed equities and follows an in-house investment framework, viz. 'MEETS', to evaluate key drivers of long-term value creation.