Abakkus Large & Mid Cap Fund - Direct Plan - Growth
Fund House: Abakkus Mutual Fund| Category: Equity: Large and Mid Cap |
| Launch Date: 06-08-2026 |
| Asset Class: Equity |
| Benchmark: Nifty Large Midcap 250 TRI |
| TER: 0.95% As on (30-08-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 437.16 Cr As on 31-08-2026(Source:AMFI) |
| Turn over: - | Exit Load: 1% if Units redeemed / switched out before 6 months from the date of allotment. No Exit Load is payable if Units are redeemed / switched-out after 6 months from the date of allotment. No load shall be levied on switches between plans/options and sub options of the Scheme. |
9.891
0.13 (1.3345%)
-1.34%
Benchmark: 15.33%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Nifty Large Midcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
To generate long-term capital appreciation through a portfolio predominantly invested in equity and equity related instruments of large cap and mid cap companies. There is no assurance that the investment objective of the Scheme will be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Abakkus Large & Mid Cap Fund - Direct Plan - Growth | 06-08-2026 | - | - | - | - | - |
| Quant Large & Mid Cap Fund - Growth Option | 11-12-2006 | 8.4 | -1.96 | 13.39 | 14.31 | 14.82 |
| HSBC Large & Mid Cap Fund - Regular Growth | 03-03-2019 | 8.1 | 3.94 | 16.8 | 13.3 | - |
| Sundaram Large And Midcap Fund Regular Plan - Growth | 10-02-2007 | 6.99 | 2.99 | 13.29 | 11.04 | 13.87 |
| Motilal Oswal Large And Midcap Fund - Regular Plan Growth | 01-10-2019 | 6.38 | 5.34 | 20.8 | 17.24 | - |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 5.28 | 6.14 | 21.02 | 15.71 | 15.73 |
| Bank Of India Large & Mid Cap Fund Eco Plan- Growth | 21-10-2008 | 5.17 | 0.91 | 12.8 | 11.23 | 12.91 |
| Bank Of India Large & Mid Cap Fund Regular Plan- Growth | 21-10-2008 | 4.42 | 0.18 | 12.0 | 10.56 | 12.16 |
| Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth | 24-02-1995 | 3.88 | 0.9 | 10.48 | 6.81 | 10.51 |
| Axis Large & Mid Cap Fund - Regular Plan - Growth | 10-10-2018 | 3.85 | 2.4 | 13.95 | 10.75 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
