Abakkus Large & Mid Cap Fund - Direct Plan - Growth

Mutual Fund · Equity Scheme - Large & Mid Cap Fund · As of 18 Oct 2026, 6:06 pm

Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.

DalalBaazaar Score

53/ 100

Moderate

Weighted across five categories. Every point is explained below.

✗ Sharpe ratio of -3.28 — little reward for the volatility endured
✗ Sortino ratio of -3.69 — downside moves have not been well compensated

Investment Checklist

2 / 3 checks passed

✗ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)

NAV history

Key Metrics

Latest NAV

₹9.43

As of

16 Oct 2026

Fund History Available

0.2 yrs

Short history — treat all return figures with caution

Since-Inception Return (CAGR)

-27.0%

Only 0.2 yrs of history available — no clean 1Y/3Y/5Y figure yet

Annualized Volatility

11.5%

Relatively stable

Sharpe Ratio (est.)

-3.28

Weak risk-adj. return

Max Drawdown

-8.5%

Contained

Category Peer Comparison

Scheme	1Y Return
Navi Large & Midcap Fund - Direct Plan - Growth	0.8%
Quant Large & Mid Cap Fund - Direct Plan - Growth Option	6.5%
SBI LARGE & MIDCAP FUND - Direct Plan - Growth	-1.9%
Union Large & Midcap Fund - Direct Plan - Growth Option	0.3%

SIP / Lumpsum Calculator

Total Invested

₹6,00,000

Estimated Maturity Value

₹2,97,969

Estimated Gain

₹-3,02,031

Risk Flags

Estimated Sharpe ratio (-3.28) is on the low side — returns aren't compensating well for volatility taken over the trailing year.

Watch Items

This fund doesn't have enough history yet for a reliable 1-year return — the since-inception figure above is annualized from a shorter period and should be treated as rougher.
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.