Markets › Super Investors › Abakkus Growth Fund-2
AF
Abakkus Growth Fund-2
Mutual FundDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹329 Cr
Today
+₹12.4 Cr +3.94%
Companies
6
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -1.7% NIFTY 50 -4.4%ahead of NIFTY by 2.7 pts
Today’s disclosed holdings valued back over the past year vs the NIFTY 50, rebased to 0%. Not a record of actual trades.
Sector allocation
Portfolio X-ray
Top-5 weight
93%
Wtd P/E
23.7
Wtd ROE
17.4%
Holdings
6
By market cap
Large 0% Mid 35% Small 65%
Bought / added last quarter
Sold / trimmed last quarter
No trims last quarter.
Holdings · 6
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Stylam Industries Ltd STYLAMIND · Consumer Durables | 2.09% | ₹115.1 Cr | +2.43% | – | 36.8 | 20% |
| J. Kumar Infraprojects Ltd JKIL · Construction | 2.48% | ₹90.8 Cr | +5.65% | – | 9.5 | 12% |
| M & B Engineering Ltd MBEL · Construction | 2.03% | ₹35.5 Cr | +6.85% | – | 18.9 | 14% |
| Sejal Glass Ltd SEJALLTD · Capital Goods | 4.39% | ₹34.3 Cr | +5.00% | NEW | 26.9 | 31% |
| Hindware Home Innovation Ltd HINDWAREAP · Consumer Durables | 1.46% | ₹31.2 Cr | +1.28% | – | – | -5% |
| Rupa & Company Ltd RUPA · Textiles | 1.78% | ₹21.8 Cr | +2.61% | – | 16.8 | 7% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 | Mar '25 |
|---|---|---|---|---|---|
| Stylam Industries Ltd | 2.09 | 2.09 | · | 2.09 | · |
| J. Kumar Infraprojects Ltd | 2.48 | 2.48 | 2.48 | 2.48 | 2.49 |
| M & B Engineering Ltd | 2.03 | 2.03 | 2.03 | · | · |
| Sejal Glass Ltd | 4.39 | · | · | · | · |
| Hindware Home Innovation Ltd | 1.46 | 1.46 | 1.46 | 1.46 | · |
| Rupa & Company Ltd | 1.78 | 1.78 | 1.78 | 1.89 | · |
Holdings are taken exactly as filed in public shareholding disclosures, shown only once a stake crosses the 1% disclosure threshold, so this is the holder’s large positions, not every holding. Value = disclosed shares × latest market price, so it moves daily while share counts update each quarter; “Q/Q” compares with the prior filing (pp = percentage points). Names are shown as filed and folded only for capitalisation and spacing, never different spellings; a common name could, in principle, represent more than one person. For information only, not investment advice.