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Abakkus Mutual Fund

Abakkus Mutual Fund is a relatively new fund house in India, launched under the Abakkus brand, best known for its equity investing pedigree, and it entered the mutual fund space with its maiden equity offering (Abakkus Flexi Cap Fund) along with a Liquid Fund around December 2025.

Abakkus Mutual Fund Snapshot

  • Abakkus Mutual Fund is registered with SEBI as a mutual fund (registration referenced by Abakkus in its official release dated December 2025), and the AMC entity is Abakkus Investment Managers Private Limited.
  • Its first set of schemes announced at launch included an open-ended flexi cap equity fund and an open-ended liquid fund, with NFO windows in December 2025.
  • During the NFO period of its maiden fund (Abakkus Flexi Cap Fund), Abakkus stated it gathered subscription value/AUM of ₹ 2,468 crores, and the scheme later reopened for investments from December 30, 2025.

List of Abakkus Mutual Funds in India

Based on Abakkus Mutual Fund’s own scheme list page, the AMC currently mentions the following scheme categories: an open-ended liquid scheme and an open-ended scheme investing in arbitrage opportunities.

Additionally, Abakkus publicly announced its maiden equity scheme, “Abakkus Flexi Cap Fund,” and also announced “Abakkus Liquid Fund” in December 2025.

Key Features of Abakkus Mutual Fund

  • A key highlight is its research-driven positioning, with Abakkus stating an “evidence-based and research-driven investing philosophy” in its official communication.
  • For its flexi cap offering, Abakkus communicated that the fund can invest across large-, mid-, and small-cap stocks, with equity allocation upwards of 65%, and optional allocation to debt/money market (up to 35%) plus REITs/InvITs (up to 10%).
  • Abakkus also shared the benchmark for the Abakkus Flexi Cap Fund as the BSE 500 Index (TRI).

How to Invest in Abakkus Mutual Fund through Kotak Neo

  • On Kotak Neo, you can start investing by logging in, going to Invest → Mutual Funds, searching the scheme, and selecting “Invest Now.”
  • To start a SIP, Kotak Neo’s flow includes choosing “Monthly SIP,” entering the amount and SIP date, selecting “1st Payment now,” accepting T&C, and completing payment via “Pay Now.”
  • If your mandate isn’t authenticated, Kotak Neo notes that a mandate can be generated on the first SIP order and then authenticated via the BSE Star link and your bank’s net banking/OTP flow for E-NACH registration.

Who Should Invest in Abakkus AMC Funds?

Equity-oriented schemes like the Abakkus Flexi Cap Fund may suit investors who want one diversified equity fund that can move across market caps based on the fund manager’s view, and who can stay invested for the long term.

The Abakkus Liquid Fund is typically used for short-term investment with a focus on liquidity and comparatively lower volatility than equity, aligning with the “open-ended liquid scheme” category.

If you prefer a newer AMC, consider whether you’re comfortable evaluating the fund’s stated process and portfolio approach, rather than relying on a long multi-cycle mutual fund track record.

Taxation of Abakkus AMC Mutual Funds

Taxation depends on the scheme type (equity-oriented, like flexi cap vs debt-oriented, like liquid/arbitrage), your holding period, and prevailing Indian income-tax rules at the time of redemption. Because tax rules can change, confirm the latest equity/debt mutual fund taxation framework before investing, especially if you’re choosing between a liquid/arbitrage scheme and an equity scheme.

Risks Associated with Abakkus Mutual Fund

Equity schemes (such as the Abakkus Flexi Cap Fund) carry market risk and can see sharp drawdowns, especially when allocations move into mid/small caps or when broad markets correct.

Liquid/arbitrage categories reduce equity-style volatility but are not risk-free; liquid schemes can still face interest-rate and credit-related risks, and thus, the Abakkus Liquid Fund can be termed risky (relatively low-interest rate risk and moderate credit risk).

As a newer AMC, there is also “new fund house” risk, less public performance history as a mutual fund platform, so portfolio transparency, process consistency, and costs become even more important to track.