Abakkus Large & Mid Cap Fund
NFO Period: Jul 15, 2026 – Jul 29, 2026 | Large & Mid Cap
Investment Objective: To generate long-term capital appreciation through a portfolio predominantly invested in equity and equity related instruments of large cap and mid cap companies. There is no assurance that the investment objective of the Scheme will be achieved.
Benchmark: NIFTY Large Midcap 250 TRI
Minimum Investment: ₹500 & in multiples of Re.1 thereafter | Additional: ₹500 | Redemption: any amount/units
The Abakkus Large & Mid Cap Fund offers a diversified blend of large-cap stability and mid-cap growth potential. Managed with a disciplined approach, the scheme aims for long-term wealth creation by investing in quality companies across market capitalisations, capturing the growth trajectory of India’s evolving economy.
Investment Strategy & Suitability
✅ Who Should Invest
- Investors seeking long-term capital appreciation
- Those comfortable with large-mid cap volatility
- Looking to participate in India’s growth story
- Willing to stay invested for ≥5 years
❌ Who Should Avoid
- Short-term horizon (< 3 years)
- Extremely risk-averse investors
- Seeking guaranteed or fixed returns
- Unable to tolerate moderate drawdowns
Portfolio & Benchmark Snapshot
Top 10 Holdings in NIFTY Large Midcap 250 TRI (as of March 31, 2026)
| Holding | Weight (%) |
|---|---|
| Reliance Industries | 8.2 |
| HDFC Bank | 7.6 |
| ICICI Bank | 6.3 |
| Infosys | 5.9 |
| Larsen & Toubro | 4.8 |
| ITC Ltd | 4.2 |
| Bajaj Finance | 3.7 |
| Kotak Mahindra Bank | 3.4 |
| HCL Technologies | 3.0 |
| Sun Pharmaceutical | 2.6 |
*Source: NSE Indices, representative weights for illustrative purpose.
Source: Abakkus Asset Management, data as of March 31, 2026. For illustrative purposes only.
Comparative Analysis: NIFTY Large Midcap 250 TRI vs Nifty 50
| Parameter | NIFTY Large Midcap 250 TRI | Nifty 50 |
|---|---|---|
| 1-Year CAGR | 18.4% | 14.2% |
| 3-Year CAGR | 16.7% | 13.1% |
| 5-Year CAGR | 15.2% | 12.6% |
| 10-Year CAGR | 14.8% | 11.9% |
Returns as of March 31, 2026. Past performance may not be indicative of future returns.
Performance & Cost of Delay
NIFTY Large Midcap 250 TRI historical returns (CAGR) as of March 31, 2026:
| Period | Return (%) |
|---|---|
| 1 Year | 18.4% |
| 3 Year | 16.7% |
| 5 Year | 15.2% |
| 10 Year | 14.8% |
Source: NSE Indices. Past performance does not guarantee future results.
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*Assumed rate of return 12% p.a. (SEBI compliant). Actual returns may vary.
Frequently Asked Questions
What is the minimum investment in Abakkus Large & Mid Cap Fund?
The minimum initial investment is ₹500 and in multiples of Re. 1 thereafter. Additional investment starts at ₹500.
What is the benchmark of Abakkus Large & Mid Cap Fund?
The scheme is benchmarked against the NIFTY Large Midcap 250 TRI.
Is Abakkus Large & Mid Cap Fund suitable for short-term goals?
No, this fund is designed for long-term capital appreciation (5+ years) and may carry moderate to high volatility.
What is the NFO period for Abakkus Large & Mid Cap Fund?
The NFO is open from July 15, 2026 to July 29, 2026.
How can I invest in Abakkus Large & Mid Cap Fund?
You can invest online through the link provided on this page, or connect with us via WhatsApp for assistance.
Mutual fund investments are subject to market risks. Read the scheme information document carefully before investing. The Abakkus Large & Mid Cap Fund may carry moderate to high risk due to equity exposure. Past performance is not indicative of future returns.
ARN- 48012 | AMFI Registered Mutual Fund Distributor
Sushil Bajaj 
+91 931-5120-004
