Abakkus Mutual Fund launched the Abakkus Large & Mid Cap Fund, an open-ended equity scheme targeting long-term capital appreciation by investing in both large and mid-cap companies.The NFO runs from 15-July-2026 to 29-July-2026.
Abakkus Large & Mid Cap Fund Details
Particulars | Details |
Fund name | Abakkus Large & Mid Cap Fund |
Fund type | Open ended equity scheme |
Category | Large & Mid Cap Fund |
Benchmark | NIFTY LargeMidcap 250 Total Return Index (TRI) |
Fund managers | Mr. Pratish Krishnan (Equity), Mr. Abhishek Krishnaswami Srinivas (Fixed Income) |
NFO open date | 15-July-2026 |
NFO close date | 29-July-2026 |
Allotment/Reopening date | 10-Aug-2026 |
Minimum investment | ₹ 500 |
Additional investment | ₹ 500 |
SIP | ₹ 500 |
NAV | ₹ 10 |
Stamp duty | 0.005% |
Entry load | Nil |
Exit load | 1% if redeemed or switched out within 6 months from allotment. Nil thereafter. |
Company details
Particulars | Details |
AMC name | Abakkus Mutual Fund |
AUM | ₹5,955 crores |
Website | |
Address | Abakkus Corporate Center, 9th Floor, Param House, Off Santacruz Chembur Link Road, Santacruz East, Mumbai 400055 |
Contact number | 1800 267 1849 |
Source: Abakkus Large & Mid Cap Fund
What has Abakkus Mutual Fund launched?
Abakkus Mutual Fund launched the Abakkus Large & Mid Cap Fund, an equity scheme targeting long-term capital appreciation through large and mid-cap investments.
How does the strategy work?
The fund balances stability and growth by pairing established market leaders with expanding businesses. Large caps offer resilience and stable earnings, while mid caps provide long-term growth potential.
The team uses fundamental research to select stocks. The strategy prioritizes growth, scalability, and valuation, employing disciplined risk management that adapts to market shifts.
Step | How the strategy works |
1 | Identify fundamentally strong businesses through detailed research. |
2 | Allocate at least 35% each to large cap and mid cap companies. |
3 | Select companies based on growth potential, valuation and business quality. |
4 | Use active portfolio management instead of closely tracking the benchmark. |
5 | Adjust allocations within the permitted range based on market conditions while maintaining the investment objective. |
6 | Follow disciplined risk management throughout the investment process. |
Let’s see through an example
Suppose you want exposure to both established market leaders and growing businesses but prefer investing through a single mutual fund.
The scheme may allocate a meaningful portion to established large cap companies for stability while investing another significant portion in mid cap companies that have the potential to grow faster over time.
The fund manager can also use a limited allocation to other permitted assets where suitable, while staying within the scheme’s investment limits.
Potential benefits
Potential benefit | Why does it matter? |
Exposure to large and mid cap companies | Combines relatively stable businesses with growing companies. |
Diversification | Investments are spread across different companies and sectors. |
Research driven stock selection | Focuses on identifying businesses through detailed fundamental analysis. |
Active portfolio management | Allows the fund manager to respond to changing market conditions. |
Benchmark agnostic approach | Investment decisions are based on research rather than simply replicating the index. |
Long term wealth creation objective | Designed for investors seeking long term capital appreciation. |
What are the key risks?
Risk | What does it mean? |
Equity market risk | Share prices can rise or fall depending on market conditions. |
Mid cap risk | Mid cap companies may experience higher price volatility than large cap companies. |
No return guarantee | The investment objective may not be achieved. |
Market volatility | Economic and business events can affect portfolio performance. |
Stock selection risk | Investment outcomes depend on the fund manager’s ability to identify suitable companies. |
Very high risk | The presentation classifies the scheme’s risk level as “Very High” on the Riskometer. |
Who may consider this fund?
Investor type | Why? |
Long term investors | The scheme aims to generate long term capital appreciation through equity investments. |
Investors seeking equity exposure | It provides exposure to both large cap and mid cap companies through a single fund. |
Investors comfortable with market fluctuations | Equity markets can be volatile, and the scheme is designed for investors who can stay invested through different market cycles. |
Investors looking for professionally managed portfolios | The fund follows a research driven and actively managed investment approach. |
Investors building a diversified equity portfolio | The combination of large cap and mid cap companies can complement an existing investment portfolio. |
Who may not find it suitable?
Investor type | Why? |
Investors seeking guaranteed returns | Mutual funds do not assure returns or capital protection. |
Short term investors | Equity investments can experience volatility over shorter time periods. |
Conservative investors | The scheme carries a Very High Risk rating according to the Scheme Riskometer. |
Investors with low risk tolerance | The portfolio invests predominantly in equities, including mid cap companies that may be more volatile. |
Investors requiring regular capital protection | The value of investments can fluctuate with market movements. |
Abakkus Large & Mid Cap Fund vs traditional investment options
Investment option | Return potential | Risk | Complexity |
Fixed Deposit | Low | Low | Low |
Debt Mutual Fund | Low to Moderate | Low to Moderate | Low |
Hybrid Mutual Fund | Moderate | Moderate | Moderate |
Equity Mutual Fund | High over the long term | High | Moderate |
Abakkus Large & Mid Cap Fund | High over the long term (not guaranteed) | Very High | Moderate |
Zenith Finserve’s Review
The Abakkus Large & Mid Cap Fund blends large-cap stability with mid-cap growth offering diversified equity exposure in one scheme.
Abakkus, led by Mr. Sunil Singhania, is well recognised for research-driven, active management style especially in the mid and small cap space.
How can Zenith Finserve help?
At Zenith Finserve, we follow a process driven investment framework. We assess your goals, cash flows, risk profile, time horizon, existing investments, loans, and tax situation before suggesting investments.
We align our investment suggestions to match your needs. Then, we review them periodically to keep them aligned with your changing life and financial position.
Frequently asked questions
What is the Abakkus Large & Mid Cap Fund?
It is an open ended equity mutual fund that invests primarily in large cap and mid cap companies with the objective of generating long term capital appreciation.What does the fund invest in?
The scheme mainly invests in equity and equity related instruments of large cap and mid cap companies, along with other permitted investments as outlined in the scheme.What is the investment objective of the scheme?
The objective is to generate long term capital appreciation through investments in equity and equity related securities of large cap and mid cap companies. There is no assurance that this objective will be achieved.Who may consider investing in this fund?
It may be suitable for investors with a long term investment horizon who are comfortable with equity market risks and want exposure to both large cap and mid cap companies.What is the minimum investment amount?
The minimum initial investment is ₹ 500. Additional investments can also be made from ₹ 500, subject to the scheme terms.Is there any exit load?
Yes. An exit load of 1% is applicable if units are redeemed or switched out within six months from the date of allotment. No exit load applies after six months.What is the risk level of this scheme?
According to the Scheme Riskometer in the presentation, the scheme is classified as having a Very High level of risk.Does the fund guarantee returns?
No. Like all mutual funds, the scheme is market linked. Returns are not guaranteed, and you may experience gains or losses depending on market performance.How is this fund different from a large cap fund?
This scheme invests in both large cap and mid cap companies unlike a pure large cap fund, allowing you to participate in the potential growth of mid sized businesses while maintaining exposure to established market leaders.Is this fund suitable for short term financial goals?
The scheme is designed with a long term investment objective. If you have a short term goal or seek capital protection then you should understand that equity investments can be volatile over shorter periods.
