Abakkus Mutual Fund: Schemes, Performance & How to Invest
Abakkus Mutual Fund, SEBI-approved in August 2025, brings ₹38,049 crores equity expertise and the MEETS investment framework to retail investors.
Abakkus Mutual Fund is the mutual fund arm of Abakkus Asset Manager Private Limited, which received SEBI's regulatory approval to commence mutual fund operations on August 29, 2025. The parent company already manages ₹38,049 crores in listed Indian equities as of September 30, 2025, giving the new fund house a substantial equity research foundation to build on. All investment decisions are guided by a proprietary five-pillar framework called MEETS, designed to identify businesses with durable fundamentals rather than chase short-term price momentum.
Key takeaways
- Abakkus Mutual Fund received SEBI approval on August 29, 2025.
- Parent entity Abakkus Asset Manager Private Limited manages ₹38,049 crores in listed Indian equities (as of September 30, 2025).
- The fund house follows the MEETS framework — covering Management Quality, Earnings Strength, Events & Trends, Structural Growth, and Disciplined Timing.
- Four schemes are available across Flexi Cap, Large & Mid Cap, Small Cap, and Liquid categories.
- The Abakkus Flexi Cap Fund has posted a 6-month return of 33.35% with a Sortino ratio of 2.02.
What Is Abakkus Mutual Fund?
Abakkus Mutual Fund is the SEBI-registered mutual fund entity launched by Abakkus Asset Manager Private Limited. SEBI granted approval for the fund house to begin mutual fund operations on August 29, 2025, making it a newly established player in the Indian mutual fund industry.
The parent organisation has an established presence in listed Indian equity markets, with ₹38,049 crores in assets under management as of September 30, 2025. This equity expertise and research infrastructure directly underpins the fund house's approach to portfolio construction across its schemes.
The MEETS Investment Philosophy
At the core of Abakkus MF's investment process is the MEETS framework — a proprietary analytical model that evaluates companies across five dimensions:
- Management Quality — assessing the calibre and governance of business leadership
- Earnings Strength — analysing the quality and consistency of a company's earnings profile
- Events & Trends — identifying macroeconomic or sector-level catalysts
- Structural Growth — selecting businesses in industries with long-term tailwinds
- Disciplined Timing — applying entry and exit discipline to maximise long-term value
This framework steers decision-making firmly away from short-term momentum plays and towards value creation grounded in business fundamentals.
Top 4 Abakkus Mutual Fund Schemes
The four schemes below are ranked by Invo Wealth's internal score; key scheme details are shown in the table.
| Field | Detail |
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Returns: How Have Abakkus Funds Performed?
Since Abakkus Mutual Fund is a recently launched fund house, longer-term return histories are not yet available for most schemes. The table below shows the performance data available to date.
Performance data as of 5 September 2026.
| Fund | Sub-category | 6M CAGR | 1Y CAGR | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| Abakkus Flexi Cap Fund | Flexi Cap Fund | 33.35% | -- | -- | -- |
| Abakkus Large & Mid Cap Fund | Large & Mid Cap Fund | -- | -- | -- | -- |
| Abakkus Small Cap Fund | Small Cap Fund | -- | -- | -- | -- |
| Abakkus Liquid Fund | Liquid Fund | 6.31% | -- | -- | -- |
All funds listed are Regular Plan - Growth option. CAGR = compound annual growth rate.
Among the data available, the Abakkus Flexi Cap Fund has delivered a 6-month return of 33.35%, reflecting its allocation across market capitalisations. The Abakkus Liquid Fund has returned 6.31% over six months, consistent with its objective of capital preservation and high liquidity.
Risk Profile of Abakkus Funds
The table below captures volatility, maximum drawdown, and Sortino ratio for each scheme where data is available.
| Fund | ISIN | Mean 1Y rolling return | Volatility | Max drawdown (3Y) | Sortino ratio |
|---|---|---|---|---|---|
| Abakkus Flexi Cap Fund | INF2JJD01169 | -- | 18.70% | -10.85% | 2.02 |
| Abakkus Large & Mid Cap Fund | INF2JJD01201 | -- | -- | -1.22% | -- |
| Abakkus Small Cap Fund | INF2JJD01185 | -- | 15.99% | -4.33% | -- |
| Abakkus Liquid Fund | INF2JJD01078 | -- | 0.19% | -0.00% | -6.96 |
The Abakkus Flexi Cap Fund carries a volatility of 18.70% and a maximum drawdown of -10.85%, which reflects its broader exposure across market caps. The Abakkus Small Cap Fund shows a maximum drawdown of -4.33% and volatility of 15.99%. At the conservative end, the Abakkus Liquid Fund has near-zero volatility (0.19%) and an effectively nil drawdown, consistent with its low-risk, short-duration mandate.
How to Invest in Abakkus Mutual Fund
Investors can put money into Abakkus Mutual Fund schemes through the fund house's official website using a folio number, through AMFI-registered mutual fund distributors, or via online investment platforms and mobile applications.
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Conclusion
Abakkus Mutual Fund enters the Indian mutual fund industry backed by Abakkus Asset Manager Private Limited's proven equity management track record of ₹38,049 crores in listed Indian equities as of September 30, 2025. Its MEETS framework offers a structured, fundamentals-driven approach for investors seeking long-term wealth creation. With four scheme categories already on offer, investors can monitor evolving performance data and risk metrics as the fund house builds a longer track record.
Frequently asked questions
How can I start an SIP in Abakkus Mutual Fund online?
You can start an SIP in Abakkus Mutual Fund through Invo Wealth or directly via the fund house's official website. Several other online investment platforms and mobile applications also support SIP investments in Abakkus Mutual Fund schemes.
How do I calculate my Abakkus Mutual Fund SIP returns?
To estimate your SIP returns, factor in the investment amount, SIP tenure, the number of instalments already paid, and an expected rate of return. Entering these inputs into an online SIP calculator will give you a projected corpus.
How do I redeem my Abakkus Mutual Fund investment?
Online redemption is possible by logging into the fund house's website with your folio number, or through whichever investment platform you used to invest. For offline redemption, you can visit the nearest fund house branch and submit a redemption form.
Can I increase my SIP amount in Abakkus Mutual Fund?
You can increase your SIP contribution using the Step-up or Top-up SIP facility if offered by Abakkus Mutual Fund. It is advisable to first confirm this option is available with the fund house, and then use a Step-up SIP calculator before making any change.
How do I stop or cancel an Abakkus Mutual Fund SIP online?
You can cancel your SIP at any time by placing a Cancel SIP request. Log in to the fund house's website using your folio number, contact your distributor or agent, or use the cancellation feature on the online platform where the SIP was originally set up.
Mutual fund investments are subject to market risks; read all scheme-related documents carefully. This article is for education only and is not investment advice. Past performance does not guarantee future returns. Invo Wealth is an AMFI-registered mutual fund distributor (ARN-368528).