The flexi-cap category is gaining strong interest from both investors and asset management companies (AMCs).
After the launch of Jio BlackRock Flexi Cap Fund and CapitalMind Flexi Cap Fund, Abacus Mutual Fund is now introducing its first flexi-cap scheme called Abakkus Flexi Cap Fund.
This is an open-ended equity scheme that will invest across large-cap, mid-cap, and small-cap companies.
The New Fund Offer (NFO) will be open from December 8, 2025, to December 22, 2025.
Along with this flexi-cap fund, Abacus has also launched a liquid fund, which will accept subscriptions from December 8 to December 10, 2025.
Key Details of Abakkus Flexi Cap Fund
Fund Name: Abacus Flexi Cap Fund
Type: Open-ended Flexi Cap Equity Scheme
NFO Period: December 8–22, 2025
Minimum Investment: ₹500 (and in multiples of ₹1 thereafter)
Lock-in Period: None
Exit Load: 1% if more than 10% of units are redeemed within 3 months
Benchmark: BSE 500 Index (TRI)
Risk Level: Very High
Fund Manager: Sanjay Doshi
MEETS Framework Explained
Abacus Mutual Fund will run all its schemes using its in-house MEETS investment framework, which focuses on long-term wealth creation:
M – Management Quality: Track record and capability of the management
E – Earnings Quality: Profit growth and ability to compound earnings
E – Events/Trends: Factors that may impact or disrupt the business
T – Timing: Investing at the right price and time
S – Structural Aspects: Size of market opportunity and competitive positioning
What Makes This Fund Different?
According to Sanjay Doshi, Head of Investments and Research at Abacus AMC:
The fund strictly follows the MEETS framework.
The focus is on management quality, earnings strength, structural opportunities, and timely investments.
The fund avoids:
Momentum-driven ideas
Frequent or unnecessary portfolio changes
Companies with high debt (high leverage)
This approach aims to prioritize risk management rather than predicting market movements.
Where Will the Fund Invest?
The goal of Abacus Flexi Cap Fund is to generate long-term wealth by investing across different market capitalizations.
Allocation Plan:
65% or more in equity and equity-related instruments
Up to 35% in debt and money market instruments
Up to 10% in REITs and InvITs
The fund’s performance will be compared to the BSE 500 Index (TRI).
5D Investment Strategy
The investment process will follow five key steps, known as the 5D approach:
Discovery: Identifying opportunities from a universe of ~1,500 stocks
Delving: Detailed analysis using the MEETS framework
Developments: Forming micro and macro views based on company advantages and industry peers
Detailing: Creating and evaluating the investment thesis
Delivers: Building a robust, disciplined portfolio for investors
Growing Competition in Flexi-Cap Category
The Abacus Flexi Cap Fund will compete with over 41 existing flexi-cap schemes.
Currently, the category is dominated by:
Parag Parikh Flexi Cap Fund
HDFC Flexi Cap Fund
Together, these two manage a combined daily AUM of over ₹1.9 lakh crore, showing the strong demand in this segment.
