Abakkus Mutual Fund
AUM
₹ 20,676 cr
AMC Age
0 Years
No. Of Schemes
3
Abakkus Mutual Fund is built on a research-driven, fundamental investment philosophy led by founder Sunil Singhania. With a disciplined, contrarian approach and emphasis on “value growth,” Abakkus empowers investors to achieve long-term wealth creation by prioritizing quality businesses over market hype.
List of Abakkus Mutual Fund Schemes
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About Abakkus Mutual Fund
- About the Fund
- Key Information
- Types Of Funds
- Charges & Fees
- Risk Factors
Abakkus Mutual Fund, managed by Abakkus Investment Managers Private Limited, is known for its research-driven approach to long-term wealth creation. Established in 2025, the fund leverages the MEETS framework, focusing on Management, Earnings, Events/Trends, Timing, and Structural factors, to identify high-growth, fundamentally strong companies, often taking a contrarian stance in the market.
Key Features
- Guided by its “growth in value” philosophy, the fund seeks to invest in undervalued companies with strong potential for profit growth.
- Emphasizing disciplined, research-backed decision-making, the fund prioritizes transparency and sustainable long-term performance.
- Since inception, Abakkus Mutual Fund has focused on creating alpha for investors by combining fundamental analysis with a contrarian, long-term investment perspective.
- Abakkus Mutual Fund offers schemes designed to meet diverse investor goals.
Documents Required
To invest in Abakkus Mutual Fund, investors must complete the Know Your Customer (KYC) process and submit the required documents. Below is a list of documents based on investor type:
KYC Application Form
- Completed and signed CKYC application form
- In-Person Verification (IPV) – Mandatory for KYC compliance.
Bank Account Details
- Canceled cheque or bank statement for linking the investment account.
- Nomination Form (optional but recommended)
Proof of Identity (Any one of the following, self-attested):
- PAN Card (mandatory for investments above ₹50,000 per year)
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- NREGA Job Card (duly signed by a State Government officer)
Proof of Address (Anyone, except PAN card):
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- Utility Bills (not older than 3 months)
- Bank Account Statement/Passbook (not older than 3 months)
Investors are advised to contact Abakkus Mutual Fund’s customer service or visit its official website for any modifications, redemptions, or complaints.
Abakkus Mutual Fund Managers
Mr. Sunil Singhania
Mr. Aman Chowhan
Mr. Hitesh Arora
How To Invest In Abakkus Mutual Fund With Choice?
Abakkus Mutual Fund FAQs
The best Abakkus Mutual Fund depends on your investment goals and risk tolerance. Equity funds are ideal for long-term growth, debt funds provide stability, and hybrid funds offer a balance of risk and return. You can use Choice FinX’s advanced research tools to analyse and make informed investment decisions.
Abakkus Mutual Funds are subject to taxation based on the type of investment and holding period. Equity fund gains are taxed at 20% (short-term) and 12.5% (long-term if gains exceed 1.25 lakh annually). Debt fund gains are taxed per your income slab. ELSS funds offer tax benefits under Section 80C.
To invest through Choice, you need a PAN card, Aadhaar, proof of identity, address proof, and a linked bank account. KYC compliance is mandatory. Non-individual investors may need to provide additional documents, which can be uploaded digitally via the Choice FinX platform.
The minimum investment in a Abakkus Mutual Fund is usually 500 for both lump sum and SIPs, though some schemes or NFOs may require higher amounts ranging from 100 to 5,000, depending on the fund.
Returns are calculated based on the Net Asset Value (NAV) using the following formula:
Returns (%) = [(Current NAV - Initial NAV) / Initial NAV] × 100
For SIPs, the Extended Internal Rate of Return (XIRR) method is used. Choice FinX provides real-time NAV tracking and returns calculators for estimating potential earnings.
Yes, you can switch between Abakkus Mutual Funds through Choice FinX. The platform enables seamless switching, but consider possible exit loads and tax implications depending on the duration of your investment.
Charges include the Expense Ratio, Exit Load for early withdrawals, and Transaction Fees for high-value investments. Direct plans available on Choice FinX come with lower costs compared to regular plans.
No, a Demat account is not required to invest in Abakkus Mutual Funds via Choice FinX. You can invest directly through the platform or opt for a Choice Demat account to hold mutual fund units electronically.
You can access your Abakkus Mutual Fund statement through the Portfolio section on Choice FinX. Statements are also available via the Abakkus Mutual Fund website, by email request, or through CAMS/Karvy portals.
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