← Abakkus Mutual Fund

Abakkus Small Cap Fund - Direct Plan - Growth

Small Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
Share: WhatsApp X
Stocks Held
62
Jul 2026
Equity Holdings
₹1,859.80 Cr
Equity only, excl. debt & cash
AAUM
₹964.59 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
8.9%
Diversified
Top 10 Weight
17.4%
Diversified
Changes
64
3 new · 2 exits
Top Sector
Industrial Products
9.1% of portfolio
Launch Date
26 Feb 2026
0 years old

AAUM (Average Assets Under Management) of ₹964.59 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Abakkus Small Cap Fund made 3 new additions and exited 2 stocks this month. The biggest new buy was BEML Limited (Agricultural, Commercial & Construction Vehicles) at 1.52% weight. Bank of Baroda was the biggest exit (Banks), which was held at 1.09%. Among existing holdings, Container Corporation of India Limited saw the biggest increase — now at 1.49% of the portfolio. ITD Cementation India Limited was trimmed the most, now at 0.71%. Dr. Lal Path Labs Limited remains the top holding with Industrial Products the dominant sector at 9.1%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Industrial Products 9.8% 9.5% -0.3%
Banks 8.3% 8.9% +0.6%
Pharmaceuticals & Biotechnology 7.9% 8.7% +0.8%
Auto Components 6.3% 6.5% +0.2%
IT - Software 5.6% 5.5% -0.1%
Finance 4.9% 4.7% -0.2%
Capital Markets 4.9% 4.6% -0.3%
Construction 4.4% 4.5% +0.1%
Retailing 4.2% 4.3% +0.0%
Consumer Durables 4.0% 4.2% +0.2%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Industrial Products 9.5% 9.1% -0.4%
Pharmaceuticals & Biotechnology 8.7% 8.6% -0.2%
Banks 8.9% 7.7% -1.2%
Auto Components 6.5% 6.7% +0.2%
IT - Software 5.5% 5.8% +0.4%
Capital Markets 4.6% 4.9% +0.3%
Consumer Durables 4.2% 4.6% +0.4%
Finance 4.7% 4.3% -0.4%
Retailing 4.3% 4.3% +0.0%
Construction 4.5% 3.5% -1.0%
🟢
Biggest New Buy
BEML Limited
1.52% weight · Agricultural, Commercial & Construction Vehicles
🔴
Biggest Exit
Bank of Baroda
1.09% was held · Banks
Biggest Add
Container Corporation of India Limited
+0.38% · now 1.49%
Biggest Trim
ITD Cementation India Limited
-1.11% · now 0.71%
🤝 Other funds also bought this month
Indo-MIM Limited 89 funds
Indo-MIM Limited
LIC MF Value Fund-Direct Plan-Growth
Kotak Transportation & Logistics Fund-Direct Growth
LIC MF Infrastructure Fund-Direct Plan-Growth + more
BEML Limited 3 funds
BEML Limited
Invesco India Focused Fund
Navi Nifty SmallCap250 Momentum Qlty 100
Navi Nifty 500 Multicap 50:25:25 Index
Mrs. Bectors Food Specialities Limited 2 funds
Mrs. Bectors Food Specialities Limited
ICICI Prudential FMCG Fund - Direct Plan - Growth
WhiteOak Capital Special Opportunities Fund - Direct Growth
👋 Other funds also exited
Bank of Baroda 47 funds
Bank of Baroda
SBI BSE PSU BANK INDEX FUND- Direct Plan- Growth
SBI BSE PSU BANK ETF
Invesco India PSU Equity Fund + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 3 New Entries 🔴 2 Exits ↑ 28 Increased ↓ 31 Decreased
#StockSectorWeight (Jul 2026)
1
BEML Limited
₹32.14 Cr
Agricultural, Commercial & Construction Vehicles 1.52%
2
Mrs. Bectors Food Specialities Limited
₹20.91 Cr
Food Products 0.99%
3
Indo-MIM Limited
₹8.00 Cr
Industrial Manufacturing 0.38%
#StockSectorLast Weight (Jun 2026)
1
Bank of Baroda
₹16.34 Cr
Banks 1.09%
2
Cyient DLM Ltd
₹4.05 Cr
Aerospace & Defense 0.27%
#StockSectorJun 2026Jul 2026Change
1
Container Corporation of India Limited
₹31.53 Cr
Transport Services 1.11% 1.49% +0.38%
2
PG Electroplast Limited
₹28.83 Cr
Consumer Durables 1.07% 1.36% +0.29%
3
Tanla Platforms Limited
₹29.33 Cr
IT - Software 1.12% 1.39% +0.27%
4
Welspun Corp Limited
₹37.96 Cr
Industrial Products 1.58% 1.80% +0.22%
5
International Gemmological Institute India Ltd
₹37.11 Cr
Commercial Services & Supplies 1.54% 1.76% +0.22%
6
Gabriel India Limited
₹36.05 Cr
Auto Components 1.49% 1.71% +0.22%
7
Intellect Design Arena Limited
₹29.89 Cr
IT - Software 1.21% 1.41% +0.20%
8
Canara Robeco Asset Management Co Ltd/India
₹31.06 Cr
Capital Markets 1.30% 1.47% +0.17%
9
Sanofi India Limited
₹29.50 Cr
Pharmaceuticals & Biotechnology 1.24% 1.40% +0.16%
10
Karur Vysya Bank Limited
₹36.81 Cr
Banks 1.59% 1.74% +0.15%
#StockSectorJun 2026Jul 2026Change
1
ITD Cementation India Limited
₹15.05 Cr
Construction 1.82% 0.71% -1.11%
2
Avalon Technologies Limited
₹16.27 Cr
Electrical Equipment 1.38% 0.77% -0.61%
3
PNB Housing Finance Limited
₹26.33 Cr
Finance 1.74% 1.25% -0.49%
4
Kirloskar Oil Engines Limited
₹35.04 Cr
Industrial Products 1.97% 1.66% -0.31%
5
Leela Palaces Hotels & Resorts Limited
₹25.57 Cr
Leisure Services 1.52% 1.21% -0.31%
6
Alembic Pharmaceuticals Limited
₹29.07 Cr
Pharmaceuticals & Biotechnology 1.68% 1.38% -0.30%
7
Ion Exchange (India) Limited
₹23.32 Cr
Other Utilities 1.37% 1.10% -0.27%
8
Emmvee Photovoltaic Power Ltd
₹28.58 Cr
Electrical Equipment 1.61% 1.35% -0.26%
9
The Anup Engineering Limited
₹24.72 Cr
Industrial Manufacturing 1.40% 1.17% -0.23%
10
Saregama India Limited
₹26.73 Cr
Entertainment 1.48% 1.26% -0.22%

What Stocks Does This Fund Hold?

62 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹38.10 Cr
Healthcare Services
1.80%
2
₹37.96 Cr
Industrial Products
1.80%
3
₹37.82 Cr
Capital Markets
1.79%
4
₹37.11 Cr
Commercial Services & Supplies
1.76%
5
₹36.81 Cr
Banks
1.74%
6
₹36.54 Cr
Auto Components
1.73%
7
₹36.05 Cr
Auto Components
1.71%
8
₹36.06 Cr
Insurance
1.71%
9
₹35.91 Cr
Finance
1.70%
10
₹35.14 Cr
Auto Components
1.66%
🏆 Top stocks held by Small Cap funds
See which stocks all active Small Cap fund managers are buying — ranked by total value invested
🏦 Abakkus Mutual Fund — Portfolio & Holdings
See all funds managed by Abakkus Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

Found a discrepancy or have feedback? Contact Us — we read every message personally.