Abakkus Mutual Fund launches its maiden fund “Abakkus Flexi Cap Fund”

-        Abakkus Flexi Cap NFO opens on 8th December, 2025 and closes on 22nd December, 2025

-        Also announced launch of Abakkus Liquid Fund. The NFO to open from 8th December, 2025 and closes on 10th December, 2025

Mumbai, 2nd December 2025: Abakkus Mutual Fund 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. The NFO opens on 8th December, 2025 and closes on 22nd December, 2025.

Abakkus Flexi Cap Fund aims to generate long-term capital appreciation for investors by investing across the market capitalization spectrum. It will allocate 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). The performance of the scheme will be benchmarked against BSE 500 Index (TRI).

The fund house highlights that all funds of Abakkus Mutual Fund will follow an in-house investment framework viz. ‘MEETS’, to evaluate key drivers of long-term value creation. The framework focuses on Management pedigree and track record, Earnings quality and the ability of companies to multiply profits, Events/Trends that affect or disrupt operations, Timing of investment at reasonable pricing and Structural aspects like size of the opportunity and competitive positioning.

The fund’s investment process will comprise of 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.

The fund house notes that India today stands out as the fastest-growing large economy, and its journey from a $4 trillion to an $8 trillion economy offers a compelling long-term opportunity for equity investors. The country’s growth is anchored by the “4Ds” — a strong democratic framework, favourable demographics, rising domestic consumption, and a powerful digital dividend. With nominal GDP expected to grow 10–12%, earnings expansion and equity returns are well-supported. Equities continue to be a preferred asset class for beating inflation and creating long-term wealth, especially as their share in household financial assets and mutual fund penetration remains low in global comparison. This growth is further reinforced by a demand-driven economy, a large and expanding middle class, high savings, healthy capital inflows, a well-regulated financial system, and a robust policy environment focused on reforms and investment.

Mr. Sunil Singhania, Founder, Abakkus Asset Manager Private Limited, said “Abakkus firmly believes in bringing a focused, fundamentals-driven approach to equity investing. As a young AMC backed by decades of experience in managing listed equities, we see a clear opportunity to offer investors a differentiated flexi cap strategy at a time when India’s growth story is strengthening.”

Mr. Vaiibhavv Chugh, CEO, Abakkus Investment Managers Private Limited (“AMC”), said “After navigating stagnant waters for most of 2025, the Indian markets now offer a positive outlook, underpinned by strong GDP growth, low inflation, high forex reserves and pro-growth policy, supporting consumption and infrastructure. Further, healthy monsoons, improving earnings, and resilient domestic and potential foreign flows favour a diversified flexi-cap opportunity.”

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

Mr. Sanjay Doshi, Head of Investments and Research, Abakkus AMC, said “Our Flexi Cap Fund is built on the Abakkus MEETS framework, which blends management quality, earnings strength, structural opportunity, and disciplined timing. This fund stands out because it is carefully constructed, and designed with a clear focus on risk management rather than market prediction. Crucially, we steer clear of momentum-driven ideas, unnecessary portfolio churn, and investments in companies with leveraged balance sheet.”

Alongside the Flexi Cap Fund, Abakkus AMC has also launched a Liquid Fund. The NFO opens from 8th December, 2025 and closes on 10th December, 2025.

About Abakkus Mutual Fund

Abakkus Mutual Fund is sponsored by Abakkus Asset Manager Private Limited (“AAMPL”), a SEBI-registered portfolio manager, investment advisor, research analyst and investment manager across multiple SEBI-regulated AIFs. Backed by Abakkus’ strong investment pedigree, the fund has been set up as a trust under the Indian Trusts Act, 1882, with Abakkus Trustee Private Limited serving as the Trustee. Abakkus Mutual Fund is registered with SEBI vide Reg. No. MF/088/25/14 dated August 29, 2025.

Abakkus Investment Managers Private Limited, a wholly owned subsidiary of AAMPL, serves as the Asset Management Company. As the AMC, the Company will oversee the fund’s operations, including investment strategy, portfolio management and investor servicing. With its evidence-based and research-driven investing philosophy, Abakkus aims to offer differentiated investment solutions to help investors achieve their long-term financial goals.
 

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