While midcap valuations stretch to the higher side, Abakkus Mutual Fund is quietly anchored in a massive smallcap mispricing. Sanjay Doshi, Head of Research & Investments, says that the Abakkus Flexi Cap Fund has maintained a deliberate 30% allocation specifically to smallcaps within its 50% SMID exposure. This tactical tilt bypasses market fear, capturing high-conviction, beaten-down names poised to lead India’s next major growth rally.
Edited excerpts from a chat with the fund manager:
