Abakkus Small Cap Fund
The Abakkus Small Cap Fund is a high-potential equity scheme designed to capture growth in the small-cap universe through bottom-up stock picking. Benchmarked against the Nifty SmallCap 250 TRI, it offers investors access to the next generation of market leaders during the NFO period from February 26 to March 12, 2026.
| Fund Details | Information |
|---|---|
| NFO Dates | February 26, 2026 – March 12, 2026 |
| Benchmark | Nifty SmallCap 250 TRI |
| Scheme Type | Open-ended Small Cap Equity Scheme |
| Min. Investment | Rs. 500/- |
Investment Strategy
The fund employs a fundamental research-driven approach to identify small-cap companies with robust business models, efficient capital allocation, and significant scalability. By focusing on under-researched stocks, it aims to deliver long-term alpha over market cycles.
- Investors with 5+ years horizon.
- Seeking high growth potential.
- Willing to take volatility for alpha.
- Short-term goal seekers (<3 years).
- Conservative/Low-risk investors.
- Those needing immediate liquidity.
Portfolio Composition
The portfolio is constructed with a predominant focus on small-cap securities as defined by SEBI. It targets high-conviction ideas across diverse sectors to mitigate concentration risk.
Top 10 Holdings in Benchmark (Nifty SmallCap 250 TRI)
| Security Name | Weight (%) |
|---|---|
| Multi Commodity Exchange of India Ltd. | 2.10% |
| Exide Industries Ltd. | 1.85% |
| Central Depository Services (India) Ltd. | 1.75% |
| Glenmark Pharmaceuticals Ltd. | 1.60% |
| Karur Vysya Bank Ltd. | 1.55% |
| RBL Bank Ltd. | 1.45% |
| CIE Automotive India Ltd. | 1.40% |
| CreditAccess Grameen Ltd. | 1.35% |
| IDFC Ltd. | 1.30% |
| Cyient Ltd. | 1.25% |
Source: Benchmark data as of December 31, 2025. Actual fund holdings may vary post-allotment.
Benchmark Performance Analysis
| Index | 1-Year | 3-Year | 5-Year | 10-Year |
|---|---|---|---|---|
| Nifty SmallCap 250 TRI | 48.2% | 26.5% | 22.1% | 16.8% |
| Nifty 50 TRI | 22.4% | 15.2% | 14.8% | 13.5% |
*Returns are CAGR as of Dec 31, 2025. Past performance does not guarantee future results.
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FAQs
What is the investment objective of the Abakkus Small Cap Fund?
The scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity-related securities of Small Cap companies.
What is the minimum investment for Abakkus Small Cap Fund?
The minimum initial investment is Rs. 500 and in multiples of Re. 1 thereafter for all purchases.
Which benchmark does the Abakkus Small Cap Fund follow?
Abakkus Small Cap Fund uses the Nifty SmallCap 250 TRI as its primary benchmark for performance comparison.
What is the NFO period for Abakkus Small Cap Fund?
The New Fund Offer for Abakkus Small Cap Fund is open from February 26, 2026, to March 12, 2026.
Is Abakkus Small Cap Fund an open-ended scheme?
Yes, Abakkus Small Cap Fund is an open-ended equity scheme, allowing investors to enter and exit at NAV-based prices post the NFO period.
Sushil Bajaj 
+91 931-5120-004
