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Fund Family
Category
Scheme
Summary Info
Fund Name : Abakkus Mutual Fund
Scheme Name : Abakkus Small Cap Fund - Direct (G)
AMC : Abakkus Mutual Fund
Type : Open
Category : Equity - Diversified
Launch Date : 26-Feb-26
Fund Manager : Sanjay Doshi
Net Assets:(Rs in cr) 1088.92
NAV Graph
NAV Details
NAV Date : 12-Jun-26
NAV [Rs] : 11.41
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) : 500
Performance(%)
  1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year Since INC
Scheme Return 0.58 4.07 NA NA NA NA NA 14.14
Category Avg -1.92 0.08 1.08 -2.30 2.20 15.51 13.83 12.50
Category Best 2.47 11.31 20.46 19.99 23.46 41.99 24.60 41.90
Category Worst -3.82 -10.38 -12.19 -20.49 -16.13 -0.51 1.82 -16.20
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 [%]
  0.0000 0.0000 0.0000 0.0000 -1.0023
* Move mouse over the headings to view the definitions.
Asset Allocation
Holdings 31-May-26
Company Name % Hold
Cemindia Project 1.97
Welspun Corp 1.96
Cams Services 1.89
Avalon Tech 1.89
Rategain Travel 1.85
Star Health Insu 1.84
IIFL Finance 1.82
Neuland Labs. 1.80
Sansera Enginee. 1.77
Dr Lal Pathlabs 1.77
Kirloskar Oil 1.77
ZF Commercial 1.75
PNB Housing 1.75
Equitas Sma. Fin 1.74
International Ge 1.72
Q-Line Biotech 1.72
Karur Vysya Bank 1.72
Jindal Saw 1.70
Inox India 1.70
Rainbow Child. 1.65
Wework India 1.64
Arvind Fashions. 1.63
K P R Mill Ltd 1.60
C D S L 1.60
Rallis India 1.50
Aether Industri. 1.49
Gabriel India 1.46
Kajaria Ceramics 1.43
Urban Company 1.43
Jubilant Pharmo 1.42
Canara Robeco 1.40
Godawari Power 1.39
Alembic Pharma 1.35
Intellect Design 1.35
RBL Bank 1.35
NCC 1.33
PG Electroplast 1.33
Kirl.Pneumatic 1.30
Edelweiss.Fin. 1.30
Tanla Platforms 1.30
Shriram Pistons 1.28
Leela Palaces Ho 1.24
HDFC Bank 1.23
Bank of Baroda 1.23
Century Plyboard 1.21
ION Exchange 1.20
The Anup Enginee 1.18
Vedant Fashions 1.17
Sanofi Consumer 1.13
Emmvee Photovol. 1.12
Sanofi India 1.11
Oracle Fin.Serv. 1.10
PNC Infratech 1.09
Divi's Lab. 1.08
SBI 1.06
Container Corpn. 0.96
Vedanta 0.49
Cyient DLM 0.34
Malco Energy 0.17
Vedanta Power 0.17
Vedanta Aluminiu 0.17
Vedanta Iron & S 0.17
C C I 12.82
S I D B I 0.92
N A B A R D 0.92
Net CA & Others 1.06
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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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