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Category
Scheme
Abakkus Flexi Cap Fund - Reg (IDCW)
Summary Info
Fund Name : Abakkus Mutual Fund
Scheme Name : Abakkus Flexi Cap Fund - Reg (IDCW)
AMC : Abakkus Mutual Fund
Type : Open
Category : Equity - Diversified
Launch Date : 08-Dec-25
Fund Manager : Sanjay Doshi
Net Assets:(Rs in cr) 5300.95
NAV Graph
NAV Details
NAV Date : 10-Aug-26
NAV [Rs] : 11.23
Buy/Repurchase Price [Rs] : 0.00
Sell/Resale Price [Rs] : 0.00
Entry Load % : Nil
Exit Load % : If units redeemed or switched out are upto 10% (limit) of the units purchased or switched in within 3 months from the date of allotment - Nil If units redeemed or switched out are over and above the 10% (limit) within 3 months from the date of allotment - 1% of the applicable NAV If redeemed/switched out after 3 months from the date of allotment - Nil
Latest Payouts
  Dividends Bonus
Ratio NA NA
Record Date NA NA
Investment Details
Tax Benefits : Section NA
Min. Investment (Rs) : 500
Increm.Investment (Rs) : 100
Performance(%)
  1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year Since INC
Scheme Return 1.64 3.03 6.87 12.47 NA NA NA 12.10
Category Avg 1.61 2.47 4.51 6.51 8.81 15.14 13.76 14.01
Category Best 4.97 9.27 16.28 31.30 32.81 42.05 24.54 43.27
Category Worst -4.27 -3.43 -6.32 -9.05 -12.76 -2.14 2.06 -10.79
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
  Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
  1.0724 6.5311 0.5828 33.0202 0.0628
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Asset Allocation
Holdings 30-Jun-26
Company Name % Hold
ICICI Bank 5.45
HDFC Bank 5.42
SBI 3.63
Reliance Industr 3.42
Federal Bank 2.96
Divi's Lab. 2.85
Oracle Fin.Serv. 2.83
Inox India 2.81
Bank of Baroda 2.67
M & M 2.61
Indus Towers 2.59
ICICI AMC 2.50
Tata Steel 2.31
360 ONE 2.23
ZF Commercial 2.18
United Spirits 2.04
Vedanta Aluminiu 2.03
Lupin 2.01
Tata Motors 1.99
Aether Industri. 1.97
Avalon Tech 1.90
Bajaj Auto 1.83
Dixon Technolog. 1.80
IIFL Finance 1.79
Arvind Fashions. 1.77
Emmvee Photovol. 1.75
CG Power & Ind 1.71
Leela Palaces Ho 1.70
PNB Housing 1.67
Kirl.Pneumatic 1.61
Kajaria Ceramics 1.60
DLF 1.52
Larsen & Toubro 1.49
Urban Company 1.48
Cyient DLM 1.46
Ajanta Pharma 1.42
NTPC 1.41
ICICI Pru Life 1.39
Deepak Fertilis. 1.28
PB Fintech. 1.23
Edelweiss.Fin. 1.17
Supriya Lifesci. 1.03
BEML Ltd 1.01
Vedanta Power 1.00
Heritage Foods 0.80
TREPS 5.97
Bajaj Finance 0.47
Net CA & Others 0.24
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Ganesh S Shanbhag – AMFI Registered Mutual Fund Distributor. Registration Number – ARN-0988 – Valid Till 01/JUL/ 2027, Date of initial registration: 02/DEC/2004
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