Superstar fund manager Sunil Singhania, leading Abakkus Asset Managers, significantly expanded his portfolio during the January-March 2026 period, adding at least half a dozen new stocks. These strategic additions, made across various Abakkus schemes, include companies that have recently debuted on the stock market and others that have seen notable price corrections.
Key New Investments by Abakkus Asset Managers
According to data from Trendlyne, Abakkus Mutual Fund made several notable entries into new holdings:
- Avalon Technologies Ltd: Abakkus acquired 7,74,840 equity shares, representing a 1.16 percent stake, valued at approximately Rs 81 crore. Analysts from B&K Securities and Motilal Oswal Financial Services maintain 'buy' ratings, citing Avalon's strong position in India's high-mix, flexible-volume EMS segment and dual-shore manufacturing capabilities.
- Arvind Fashions Ltd: Singhania picked up 13,70,717 equity shares (1.03 percent stake) through Abakkus Flexi Cap Fund, valued at Rs 61.7 crore. Phillip Capital initiated coverage with a 'buy' rating, projecting robust revenue and profit growth driven by brand focus and a shift to a D2C-led distribution model.
- Cyient DLM Ltd: A 1.95 percent stake, comprising 15,50,841 equity shares and valued at Rs 58.16 crore, was also added via Abakkus Flexi Cap Fund. Despite a weak Q4, JM Financial issued an 'add' rating, valuing the company at 25 times its March 2028E EPS.
- Heritage Foods: The Abakkus Flexi Cap Fund invested in 12,98,704 equity shares, acquiring a 1.40 percent stake valued at Rs 46.95 crore. While Systematix Institutional Equities noted potential positive impacts from El-nino, ICICI Securities holds a 'hold' rating.
- Aye Finance: In February 2026, Abakkus Four2eight Opportunities Fund bought 27,13,240 equity shares, or a 1.10 percent stake, valued at Rs 36.63 crore. Technical analysts at Anand Rathi Share and Stock Brokers identified a short-term trading range for Aye Finance, with support at Rs 131 and resistance at Rs 141.
- Sejal Glass: Abakkus Growth Funds II acquired 5,00,000 equity shares, a 4.39 percent stake, valued at Rs 38.41 crore. Mahesh M Ojha of KC Securities recommended existing investors hold the stock, setting targets between Rs 800-840.
Investment Strategy and Market Context
The additions reflect a diversified investment strategy, targeting companies across various sectors and market capitalizations. Singhania's move into these stocks, some of which have seen recent market corrections, suggests a belief in their long-term growth potential and attractive valuations.
Investors often track the movements of prominent fund managers like Sunil Singhania for insights into potential investment opportunities. However, it's crucial for individuals to conduct their own due diligence and consult with financial advisors before making investment decisions.