Abakkus Small Cap Fund, backed by Sunil Singhania, Announces First Portfolio of 42 Stocks; Karur Vysya Bank Tops the List

The Abakkus Small Cap Fund, supported by Sunil Singhania, has revealed its first portfolio following its New Fund Offer (NFO). This portfolio includes 42 stocks, with Karur Vysya Bank holding the top spot in terms of allocation. 

Insight into the Abakkus Small Cap Fund Portfolio 

The Abakkus Small Cap Fund, which officially commenced on March 17, 2026, has disclosed its initial portfolio organisation. Karur Vysya Bank, based on net assets percentage, holds approximately a 2% allocation, equating to 3,00,000 shares valued at ₹8.68 crore.  

Additionally, Kirloskar Oil Engines and ZF Commercial Vehicle Control Systems India account for 1.76% and 1.75% respectively. 

The portfolio also includes Urban Company with a 1.7% allocation, holding 6,50,000 shares, while Equitas Small Finance Bank and IIFL Finance have allocations of 1.43% and 1.42% respectively. Sansera Engineering and Ion Exchange (India) hold a 1.4% share each. 

Sector-Wise Distribution and Strategy 

The fund's portfolio spans 19 sectors, highlighting a 6.64% allocation towards banks, and 5.24% towards healthcare stocks.  

The fund aims to achieve long-term capital appreciation by investing in a diverse range of small-cap companies within India.  

This strategy coincides with attractive valuations seen in small-cap equities offering growth prospects. 

Equity and Asset Allocation Strategy 

The fund's asset allocation sees 65-100% directed towards equity and related instruments of small-cap companies, and allocations of up to 35% in companies outside of small-cap.  

Debt securities and market instruments can form up to another 35%, while up to 10% is dedicated to units by InvITs. 

Read More: Angel One Nifty Total Market Momentum Quality 50 ETF: A Portfolio Check! 

Conclusion 

Sunil Singhania's Abakkus Small Cap Fund's first portfolio release underlines its strategic allocation choices, with notable stocks and sectors indicating a diverse approach in capturing growth opportunities within India's small-cap segment. 

Disclaimer: This blog has been written exclusively for educational purposes. The securities or companies mentioned are only examples and not recommendations. This does not constitute a personal recommendation or investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. 

Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.