The Abakkus Flexi Cap Fund marks the entry of Abakkus Mutual Fund into the equity mutual fund space with a strong pedigree of performance in AIFs, PMS, and advisory services. Abakkus, founded by renowned fund manager Sunil Singhania, has built a reputation for generating alpha through disciplined, research-driven equity investing.
With a flexible mandate and a high-conviction investment approach, the Abakkus Flexi Cap Fund aims to offer investors a truly active, agile, and fundamentals-driven equity product.
A Flexicap Fund is a category of equity mutual fund that can invest in
companies across the spectrum of market capitalization, meaning that
the fund manager can invest in the universe of large-cap, mid-cap and small-cap stocks.
In contrast, multi-cap funds have fixed parameters for allocation to different market
capitalizations,
while the allocation decision can be made by the fund manager in
flexicap based on prevailing market conditions.
Flexibility allows this fund type to:
| Parameter | Details |
|---|---|
| Fund Name | Abakkus Flexi Cap Fund |
| Category | Flexi Cap – Equity |
| Investment Objective | Capital appreciation via diversified exposure across market caps |
| Benchmark | BSE 500 TRI |
| Fund Manager | Sanjay Doshi (CA, MBA, CFA) – 20 years experience |
| Minimum Investment | ₹500 (SIP or lump sum) |
| Exit Load | 1% (if >10% units redeemed within 3 months) |
| Risk-o-Meter | Very High Risk |
| Suitability | Long-term wealth creation through equity markets |
The investment objective of Abakkus Flexi Cap Fund is:
To generate capital appreciation & provide long-term growth opportunities by investing in a diversified portfolio of large cap, mid cap and small cap equity & equity-related instruments.
Leadership with track record of scaling up business in Alternates space
Focused line of business Investment Management
Alpha focused- Investors and not Allocators
Time tested Investment Philosophy and Risk Framework
The fund is benchmarked against the Nifty 500 Total Return Index (TRI), which represents the performance of the top 500 companies across market segments in India.
This index is considered suitable since the scheme invests across large, mid, and small-cap stocks, reflecting the broad market movement accurately.
The fund follows Abakkus’ MEETS Framework, a unique alpha-generation model:
Management
Earnings
Events/ Trends
Timing
Structural
Company Risk
The best way to handle company risk is by knowing in-depth
details about what you own and why you own it. Our
uncompromised focus on balance sheet and
numbers will help us in mitigating the company risk
Valuation Risk
While there is no right or wrong valuation number,
we are wary of overpaying. We maintain strict discipline on this
Market Risk
We would be focusing more on the portfolios rather
than trying the futile guess over where markets
are headed. While we would be monitoring the
market, we believe the best way to handle market
risk is by being patient
Concentration Risk
Endeavor to have adequately diversified
portfolio across sectors and stocks
Liquidity Risk
In Mid and Small Cap investing liquidity can be a near-term risk. Our
portfolios are designed to take care of this, and we would
urge investors to factor a 3–5-year time horizon
| True Flexi-Cap Investing |
|---|
| Industry data shows most flexi-cap funds are heavily tilted towards large caps. However, Abakkus aims to construct a true flexi-cap portfolio with: |
| Balanced allocation Meaningful mid–small cap share High conviction ideas |
| Backed by Proven Alpha Manager |
|---|
| Sunil Singhania has an exceptional track record including scaling funds 100x at Reliance MF. |
| Focus on Risk-Adjusted Returns |
|---|
| Risk mitigation includes: |
| Diversification Avoiding overvalued stocks Avoiding weak balance sheet companies Liquidity-conscious portfolio design |
| Strong Research Depth |
|---|
| 1500+ investable universe Proprietary screeners MEETS-based evaluation |
| Early Trend Identification |
|---|
| Cyclical turnarounds Mega themes Policy-driven opportunities Disbelief-to-belief ideas |
This fund is suitable for investors who:
Can remain invested for 3–5+ years (as advised for liquidity and volatility management)
Want long-term wealth creation through equities
Prefer a high-conviction & actively managed portfolio
Seek a balanced exposure across market caps
Based on the fund philosophy, sectors expected to be in focus include:
Companies facing near
term headwinds or deep value plays but has robust medium term growth potential
Early identification of trends and cyclical turn around in business and thus benefit from multiple expansion. Disbelief to Belief ideas for potential alpha generation
Identify companies who may benefit from mega themes which are likely to shape world order and those which are supported by Govt policies or National priorities
Be careful of investments in relatively weaker
business, higher financial leverage, those facing
technology obsolescence or largely driven by commodity prices
Identify strong business models with
proven management. Focus on companies which
have sustainable moats and can benefit from operating
leverage and/ or sustainable financial leverage
Expense Ratio: Check latest factsheet.
Exit Load: 0% if up to 10% units redeemed within 3 months
1% if more than 10% units redeemed within 3 months
0% after 3 months
Taxation:
🔗 How to Invest Online?
| Pain Point | How Abakkus Flexi Cap Fund Addresses It |
|---|---|
| Over-diversified portfolios (60–150 stocks) | Focused, high-conviction, high active share portfolio |
| Large-cap bias in peer flexi-cap funds | Balanced exposure across large, mid & small caps |
| Momentum chasing risk | No momentum chasing; fundamentals-first investing |
| Liquidity concerns in mid/small caps | Selective exposure, multi-year investment horizon advised |
| High valuations | Strict valuation discipline & risk-reward evaluation |
| Market timing worries | Focus on business fundamentals over macro guessing |
A1: Yes, but only for those with a 3+ year horizon and tolerance for equity market volatility.
A2: A proprietary MEETS framework, high conviction portfolios, and leadership with a proven record of generating alpha.
A3: ₹500 (minimum 6 installments).
A4: Very High Risk as per SEBI risk-o-meter.
A5: No. The fund avoids chasing price momentum and focuses on fundamentals.
The Abakkus Flexi Cap Fund brings a refreshing, high-conviction approach to the flexi-cap category. Backed by a strong investment philosophy, proven experienced leadership, and a disciplined research framework, the fund aims to deliver superior long-term, risk-adjusted returns.
Its focus on fundamentals, balanced market-cap allocation, and robust risk management makes it an appealing choice for investors seeking meaningful alpha generation.
Disclaimer:- Mutual Fund investments are subject to market risks, please read scheme related documents carefully before investing.
📅 Last Updated on: December 11, 2025
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