July 20, 2026
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Abakkus Large & Mid Cap Fund Review
Sahifund Rating: ★★★★☆ (4/5)
Category: Equity – Large & Mid Cap Fund
Risk: 🔴 Very High
Sahifund Quick Review
✅ Positives
- Invests across both large-cap and mid-cap companies, providing balanced growth potential.
- Combination of stability from large caps and wealth creation opportunities from mid caps.
- Open-ended fund suitable for SIP as well as lump sum investments.
- Managed by experienced equity professionals with research-driven investment approach.
- Benchmark provides diversified exposure to India’s leading 250 companies.
❌ Negatives
- New Fund Offer with no live performance history.
- Very High Risk due to full equity exposure.
- Success depends heavily on fund managers’ stock selection.
- Mid-cap allocation can increase short-term volatility.
- Investors should have a long-term investment horizon.
Sahifund View
The Abakkus Large & Mid Cap Fund offers a well-balanced equity strategy by combining the stability of large-cap companies with the higher growth potential of quality mid-cap businesses. Although the fund house is new in the mutual fund industry and the scheme has no performance history, the investment philosophy and benchmark make it a promising option for long-term investors who can tolerate market volatility.
Sahifund Recommendation: 🟢 Suitable for Long-Term Investors with High Risk Appetite
Investment Summary
| Particular | Details |
|---|---|
| Fund House | Abakkus Mutual Fund |
| Category | Equity – Large & Mid Cap Fund |
| Type | Open-ended Equity Scheme |
| Benchmark | NIFTY LargeMidcap 250 TRI |
| Risk | 🔴 Very High |
| Minimum Investment | Rs.500 |
| Exit Load | 1% if redeemed within 6 months |
| Suitable For | Long-term Equity Investors |
| Avoid If | Seeking low-risk or short-term investments |
Should You Invest?
Yes, if you:
✔ Are investing for 7 years or more.
✔ Want exposure to both established large-cap companies and fast-growing mid-cap businesses.
✔ Can tolerate short-term market volatility.
✔ Prefer long-term wealth creation through equity mutual funds.
✔ Are comfortable investing in a new fund managed by experienced professionals.
Avoid this NFO if you:
❌ Need stable short-term returns.
❌ Have a low risk appetite.
❌ Are looking for regular income.
❌ Prefer funds with an established long-term performance track record.
Who Should Invest?
- Long-term SIP investors.
- Investors seeking diversified equity exposure.
- Young professionals building long-term wealth.
- Investors with a minimum investment horizon of 7 years.
- Existing large-cap investors looking to add mid-cap exposure.
Who Should Avoid?
- Conservative investors.
- Retirees seeking capital protection.
- Investors requiring regular income.
- Short-term traders.
- Investors uncomfortable with market volatility.
About Abakkus Large & Mid Cap Fund
The Abakkus Large & Mid Cap Fund is an open-ended equity scheme that seeks to generate long-term capital appreciation by investing predominantly in a diversified portfolio of large-cap and mid-cap companies.
The scheme follows the SEBI-defined Large & Mid Cap category, which requires at least 35% investment each in large-cap and mid-cap stocks, thereby balancing stability with growth opportunities.
The fund aims to identify fundamentally strong businesses with sustainable earnings growth and reasonable valuations while maintaining diversification across sectors and industries.
Investment Objective
The scheme seeks to generate long-term capital appreciation through investments predominantly in equity and equity-related instruments of large-cap and mid-cap companies.
There is no assurance that the investment objective will be achieved.
Benchmark Explained
The scheme is benchmarked against the NIFTY LargeMidcap 250 Total Return Index (TRI).
The index comprises 250 companies, including the top 100 large-cap companies and the next 150 mid-cap companies based on market capitalisation.
Unlike the Price Index, the TRI (Total Return Index) also considers dividends paid by constituent companies, making it a more comprehensive benchmark for evaluating mutual fund performance.
Benchmark Performance
The NIFTY LargeMidcap 250 TRI has historically delivered returns that fall between pure large-cap and pure mid-cap indices.
During strong bull markets, the benchmark has generally outperformed traditional large-cap indices due to higher participation from mid-cap stocks. During market corrections, however, the mid-cap component can result in relatively higher volatility.
Sahifund Interpretation
The benchmark provides an attractive balance between growth and stability. Investors receive exposure to India’s leading companies while also participating in the higher growth potential offered by quality mid-cap businesses. Although returns can be more volatile than pure large-cap funds, the benchmark has historically rewarded patient investors over longer investment horizons.
Fund Managers
Abhishek Krishnaswami Srinivas
Education: PGDM, Bachelor of Commerce
Experience:
- Allianz Commercial
- Aditya Birla Sun Life Insurance Co. Ltd.
- Generali Central Life Insurance Company Ltd.
Pratish Krishnan
Education: MMS (Finance)
Experience:
- Baroda BNP Paribas Mutual Fund
- Antique Stock Broking
- DSP Merrill Lynch
- SBI Capital Markets
- Cholamandalam DBS Finance Ltd.
Sahifund Interpretation – Fund Managers
The fund management team combines institutional investment experience with extensive equity research expertise across multiple market cycles. Pratish Krishnan brings a strong research background covering sectors such as technology, telecom and media, while Abhishek Krishnaswami Srinivas has experience in portfolio management within leading financial institutions.
Although this is a newly launched scheme without a live track record, the experience of the fund managers inspires confidence. Ultimately, the fund’s success will depend on disciplined stock selection, portfolio construction and consistent execution of the investment strategy over the long term.
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