NFO Alert: Sunil Singhania-led Abakkus Mutual Fund launches large & midcap fund

Abakkus Mutual Fund today announced the launch of Abakkus Large & Mid Cap Fund, an open-ended equity scheme predominantly investing in largecap and midcap companies, aiming to generate long-term capital appreciation through a research-driven investment approach.

The new fund offer (NFO) is open for subscription and will close on July 29.

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The scheme is the third equity-oriented offering and the fourth scheme in the fund house's product basket.

The Abakkus Large & Mid Cap Fund seeks to identify companies with strong growth potential while aiming to enhance portfolio resilience through exposure to established largecap businesses.

The performance of the fund will be benchmarked against the Nifty Large Midcap 250 TRI and will be managed by Pratish Krishnan and Abhishek Krishnaswami Srinivas.

The scheme will invest 70-100% of its assets in equity and equity-related instruments, 0-30% in debt securities (including securitised debt and debt derivatives), money market instruments, gold and silver-related instruments, and 0-10% in units issued by InvITs.

"The launch of the Abakkus Large & Mid Cap Fund, our third equity-oriented scheme, marks another important milestone in our journey to offer a differentiated, research-led product to investors. At Abakkus, we have always believed that long-term wealth creation comes from owning fundamentally strong businesses at reasonable valuations, rather than by pursuing short-term trends," said Sunil Singhania, Founder, Abakkus Asset Manager.


“As India’s economic landscape continues to evolve, it is creating compelling opportunities across both established market leaders and emerging businesses with the potential to become tomorrow’s champions. The Large & Mid Cap category is uniquely positioned to capture this opportunity, offering investors access to growth-oriented companies while also benefiting from the relative resilience typically associated with largecap businesses. As we continue to expand our mutual fund offerings, our commitment remains unchanged—to deliver disciplined, research-driven investment solutions that seek to create sustainable long-term value for our investors, distributors, and all other stakeholders,” Singhania further said.

The minimum investment amount for SIP is Rs 500 and thereafter in multiples of Re 1 with a minimum of six instalments. The minimum investment amount is Rs 500 (thereafter in multiples of Re 1).


In line with SEBI regulations, the scheme will invest at least 35% each in largecap and midcap stocks. It may also allocate up to 30% of its assets to other equities, debt and money market instruments, InvITs, and gold- and silver-related instruments, providing greater portfolio diversification.


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"India's long-term structural growth story remains promising despite short-term global headwinds. As markets transition towards an earnings-driven environment, we believe investors should focus on businesses with strong fundamentals and long-term growth potential. The Large & Mid Cap category offers a compelling balance by combining the strengths of established market leaders with the growth potential of emerging companies,” said Vaibhav Chugh, CEO, Abakkus Mutual Fund.

“Through the launch of this fund, we aim to further our commitment to offering differentiated investment solutions to investors, backed by our research-led investment philosophy and disciplined investment framework,” Chugh further said.

"The current equity market environment presents an attractive opportunity for disciplined long-term investors. While corporate earnings have remained resilient, market valuations in certain segments have moderated following recent market corrections, creating a favourable backdrop for active stock selection. We believe such market conditions underscore the importance of a research-driven investment approach,” said Pratish Krishnan, Senior Fund Manager, Abakkus Mutual Fund.


“Our focus will remain on identifying businesses with strong management quality, scalable earnings, reasonable valuations, and structural growth drivers. Through a disciplined investment framework, we seek to build a portfolio of high-quality companies that are well positioned to benefit from India’s long-term growth potential and create sustainable value for investors over time,” Krishnan further said.

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