Growth Fund - 2

Returns

After expenses, before tax, as Abakkus Asset Manager reports them, to 30 Sep 2026. AIFs report returns on different bases, so compare like with like.

Fund details

Category

Category III

Strategy

Long-only

Market-cap style

Large and mid cap

Asset type

—

Benchmark

NIFTY 500 & Debt Composite Index

Fund manager

Sunil Singhania

Market-cap mix

• Large cap38.00%
• Mid cap33.19%
• Small cap26.56%
• Cash2.25%

The five largest holdings are 26.39% of the portfolio.

Investment approach

Abakkus Growth Fund - 2 is a benchmark agnostic flexi-cap diversified portfolio of ~30 companies. The fund endeavours to generate alpha and wealth creation by buying with typically 3-5 years holding period and adhering to “MEETS” Framework. In large caps, the fund has a contra and differentiated approach to investing. In broader markets, focus is on Bottom-up stock picks via inhouse research. From risk management perspective, fund will restrict single stock exposure at max 10 percent, and not more than 30 percent sector exposure at the time of investment.

Abakkus Growth Fund - 2 is a benchmark agnostic flexi-cap diversified portfolio of ~30 companies. The fund endeavours to generate alpha and wealth creation by buying with typically 3-5 years holding period and adhering to “MEETS” Framework. In large caps, the fund has a contra and differentiated approach to investing. In broader markets, focus is on Bottom-up stock picks via inhouse research. From risk management perspective, fund will restrict single stock exposure at max 10 percent, and not more than 30 percent sector exposure at the time of investment.

About the fund manager

Mr. Sunil Singhania — Fund Manager, PMS

Sunil Singhania, CFA, is the Founder of Abakkus Asset Management, LLP, an India-focused Asset Management Company established in 2018. Prior to this, in his role as Global Head – Equities at Reliance Capital Ltd., he oversaw equity assets and provided strategic inputs across Reliance Capital Group of companies including asset management, insurance, AIF and offshore assets. And as CIO – Equities, Singhania led Reliance Mutual Fund (now Nippon India Mutual Fund) equity schemes. Reliance Growth Fund (now Nippon India Growth Fund) grew over 100 times in less than 22 years under Singhania’s leadership. Furthermore, he led Reliance Asset Management (now Nippon Life India Asset Management)Ltd.’s international efforts and was instrumental in launching India funds in Japan, South Korea, and the UK, besides managing mandates from institutional investors based in the US, Singapore, and other countries. He is currently appointed on the IFRS Capital Market Advisory Committee. (2020-2023). He was the Promoter of The Association of NSE Members of India; a body of stock brokers. He served on the Global board of CFA Institute, USA (2013-2019) and as Chairman of the Investment Committee (2017-2019) of the CFA Institute, USA. He also sat on CFA Institute’s Standards of Practice Council for six years, and was the Founder of the Indian Association of Investment Professionals (now CFA Society India) and served as its President for eight years. He is a CA rankholder and a CFA charterholder and graduated in commerce from the Mumbai University.

As the fund house describes it.