Abakkus Flexi Cap Fund Raises Holdings in 35 Stocks During September 2026

Key Takeaways:

• Abakkus Flexi Cap Fund increased its holdings in 35 existing stocks during September 2026, according to its monthly portfolio disclosures. 
• The fund added exposure to companies including Groww's parent Billionbrains Garage Ventures, NTPC, HDFC Bank and Reliance Industries. 
• The scheme introduced Zydus Lifesciences to its portfolio, exited Cyient DLM and increased its reported AUM to ₹7,843.87 crore at the end of September. 

Abakkus Flexi Cap Fund Makes Multiple Portfolio Changes 

Abakkus Flexi Cap Fund increased its holdings in 35 companies during September 2026 as part of changes to its equity portfolio. 

The scheme, associated with investment professional Sunil Singhania, added shares of Reliance Industries, HDFC Bank, NTPC and Billionbrains Garage Ventures, the parent company of Groww. 

The changes were disclosed through the scheme's monthly portfolio information and reported by Mint and The Economic Times on 16 October. 

The fund also entered a new position in Zydus Lifesciences and exited Cyient DLM. 

Two existing positions were reduced during the reporting month. 

Despite these changes, the scheme's portfolio contained 46 stocks at the end of September, unchanged from August. 

Groww, NTPC and HDFC Bank Among Major Additions 

The fund increased its holding in Billionbrains Garage Ventures from 60 lakh shares in August to 90 lakh shares in September. 

This represented an addition of 30 lakh shares. 

Its holding in NTPC increased from 65 lakh shares to 78.50 lakh shares, an addition of 13.50 lakh shares. 

HDFC Bank was another company where the scheme raised its shareholding, increasing its position from 46 lakh shares to 50 lakh shares. 

Reliance Industries holdings rose from 18 lakh shares to 19.25 lakh shares. 

The changes reflect increases in the number of shares held, not necessarily equivalent percentage increases in the market value of those investments. 

Selected September Portfolio Changes 

Zydus Lifesciences Added, Cyient DLM Exited 

Alongside additions to existing positions, the fund initiated an investment in Zydus Lifesciences during September. 

It also exited its holding in Cyient DLM. 

The reported portfolio changes included reductions in Divi's Laboratories and Oracle Financial Services Software. 

These transactions show that the scheme's investment team was reallocating capital across existing and new holdings rather than uniformly increasing exposure to every company. 

The reasons behind each individual purchase or sale were not independently established. 

Monthly portfolio disclosures provide details of holdings at the reporting dates but do not necessarily provide a full explanation of the investment decisions. 

Assets Under Management Rise in September 

Abakkus Flexi Cap Fund's assets under management increased to ₹7,843.87 crore at the end of September from ₹7,394.97 crore at the end of August. 

This represents an increase of approximately ₹448.90 crore, or 6.1%. 

AUM changes may reflect market-value movements, subscriptions, redemptions and other portfolio activity. 

The increase therefore cannot be attributed solely to investment inflows without corresponding verified flow data. 

The portfolio continued to hold 46 stocks despite multiple individual changes. 

What the Latest Portfolio Disclosure Establishes 

A flexi-cap mutual fund can invest across large-cap, mid-cap and small-cap companies within its regulatory framework. 

This permits changes in company and market-capitalisation exposure as part of portfolio management. 

The September disclosures provide a view of the securities held at two monthly reporting dates. 

They show a higher share count in 35 existing companies, a new position in Zydus Lifesciences and the removal of Cyient DLM from the portfolio. 

These are historical portfolio observations, not forecasts of future stock returns or indications of recommended securities.