Biharilal Deora CFA

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Biharilal Deora CFA

Biharilal Deora CFA

@B_Deora

Biharilal Deora is Director at Abakkus Asset Manager LLP, a boutique India focused AMC with assets over $4bn

Incredible India Katılım Mayıs 2010
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Abakkus Mutual Fund
Abakkus Mutual Fund@abakkusmf·
On this auspicious occasion of Akshaya Tritiya, may every step you take today lead to prosperity, abundance, and a brighter financial future.✨ Here’s to new beginnings, thoughtful investments, and prosperity that continues to grow.🌱 Happy Akshaya Tritiya! 🪔 Mutual Fund investments are subject to market risks, read all scheme related documents carefully. #Abakkus #AbakkusMutualFund #Investment #NewBeginings #AkshayaTritiya #Prosperity #Abundance #Wealth #Finance #Growth #Festive #Blessings
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Thefynprint
Thefynprint@thefynprint·
Sunil Singhania on where smart money is going in 2026 — and where we agree (and diverge). We sat down with @SunilBSinghania for 60 minutes. 7 standout points 👇 1️⃣ India underperformed EMs by 30% over 1 year — worst in 3 decades. From here, things can only get better. 2️⃣ India’s valuation premium to MSCI Emerging Markets Index peers has dropped from 100% to ~27% — now far more reasonable. 3️⃣ The EU FTA is bigger than people realise — preferential access to a market larger than the US. 4️⃣ Mid & small cap earnings grew 15–19% last quarter, yet many are still 40%+ below highs — opportunity zone. 5️⃣ “The best company isn’t always the best stock.” Price matters. 6️⃣ On AI — disruption always looks scary early, but history rhymes. 7️⃣ “I don’t know any billionaire who became wealthy through trading.” SIP flows rising = maturing investors. 💬 Where we land: The India case is strong — valuations, earnings, and policy tailwinds are aligning. But global remains a core allocation, not a trade. The smartest portfolios in 2026 hold both. 👉 To watch the full conversation, subscribe to Thefynprint: thefynprint.com/masterclasses 📞 Want to explore global investing? Schedule a call with our experts: thefynprint.com/global-investm… @ActusDei
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CNBC-TV18
CNBC-TV18@CNBCTV18News·
"Markets will watch if ceasefire holds & normalcy in Strait of Hormuz"   @SunilBSinghania will watch stance of FIIs now given the scale of India's underperformance vs other EMs.   He likes consumer discretionary stocks. Believes that banking, infra, realty get a relief leg up. @_prashantnair @Nigel__Dsouza @Reematendulkar #CNBCTV18Market
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Abakkus Mutual Fund
Abakkus Mutual Fund@abakkusmf·
What we do consistently with patience, shapes what we build over time.🕊️ May the values of truth, non-violence, and discipline continue to inspire generations. Happy Mahavir Jayanti!✨ Mutual Fund investments are subject to market risks, read all scheme related documents carefully. #Abakkus #MahavirJayanti #Wisdom #Truth #Compassion #Values
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Abakkus Mutual Fund
Abakkus Mutual Fund@abakkusmf·
Every investing journey is shaped by what we choose to focus on and what we choose to ignore!🎯 The wisdom of the three monkeys encourages investors to stay steady, filter out distractions, and move through market cycles with patience and thoughtful decisions.🐒⏳ This same discipline becomes especially important in the small cap space, where patience and a long-term perspective help navigate volatility. NFO Closes: 12th March, 2026 🔗Learn more about the Abakkus Small Cap Fund at abakkusmf.com/fund-page.html… Mutual Fund investments are subject to market risks, read all scheme related documents carefully. #Investment #InvestorBehaviour #Discipline #Focused #LongTermThinking
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Abakkus Mutual Fund
Abakkus Mutual Fund@abakkusmf·
The wait is finally over. After a journey guided by patience, research, and conviction, we step into a new chapter with the Abakkus Small Cap Fund. 🗓️NFO Opens: 26th February, 2026 NFO Closes: 12th March, 2026 🔗Learn more about the Abakkus Small Cap Fund at abakkusmf.com/fund-page.html… Mutual Fund investments are subject to market risks, read all scheme related documents carefully. #Abakkus #AbakkusMutualFund #SmallCapFund #NFO #NewFundOffer
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Abakkus Mutual Fund
Abakkus Mutual Fund@abakkusmf·
Clue by clue, the story is unfolding.📜 With each turn, the story deepens and the destination feels closer! 3 days to go to explore the Abakkus Small Cap Fund! 🗓️NFO Opens: 26th February, 2026 NFO Closes: 12th March, 2026 🔗Learn more about the Abakkus Small Cap Fund at abakkusmf.com/fund-page.html… Mutual Fund investments are subject to market risks, read all scheme related documents carefully. #Abakkus #AbakkusMutualFund #SmallCapFund #NFO #NewFundOffer
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Raghav Wadhwa
Raghav Wadhwa@raghavwadhwa·
💰Sunil Singhania-backed Abakkus Mutual Fund launches a Small Cap Fund The launch comes after the small-cap rally cooled, making timing a key part of the story. Below is a simplified breakdown of the fund, philosophy, and rationale. Fund Details: ✅Category: Small Cap Equity Fund ✅Benchmark: Nifty Smallcap 250 TRI ✅Risk Level: Very High NFO Period Opens: 26 Feb 2026 Closes: 12 Mar 2026 Minimum Investment: ₹500 (and multiples thereafter) Asset Allocation ✅65%–100% in small-cap equities ✅Balance in debt & money market instruments A pure small-cap exposure product, not a flexi strategy. Investment Philosophy Abakkus follows a bottom-up stock selection approach, portfolio built on company fundamentals, not macro or sector calls. Focus areas: ✅Strong balance sheets ✅Sustainable earnings growth ✅Predictable cash flows ✅Prudent position sizing ✅Long-term compounding over short-term trading The aim is to identify businesses that compound earnings rather than chase momentum rallies. Sectoral Approach: The fund targets structural growth themes: ✅Electronics manufacturing ecosystem ✅Defence & aerospace value chain ✅Semiconductor opportunity ✅Travel & hospitality consumption These are multi-year economic cycles suited for long-term investing. Why Launch Now: Market conditions have changed: ✅Liquidity-driven small-cap rallies earlier • Valuations expanded sharply • Recent correction improved risk-reward Future returns may come from earnings growth, not valuation expansion, shifting from easy money to stock picking.
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Abakkus Mutual Fund
Abakkus Mutual Fund@abakkusmf·
"When markets revive, Small Caps tend to revive significantly better." — @SunilBSinghania We cover: ✅ Why the valuation "froth" is behind us. ✅ Our 4-Bucket Portfolio Strategy. ✅ Why now is the strategic time to enter. Watch the full video: youtube.com/watch?v=DZh9zM…
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Abakkus Mutual Fund@abakkusmf

The Big Question: "What gives us the confidence to launch right now?" Don't miss the answer. 🗓 Date: 21st February, 2026 ⏰ Time: 11am 🔗 Register Here: zfrmz.in/55gpmjSPhGqiDW… Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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Abakkus Mutual Fund
Abakkus Mutual Fund@abakkusmf·
The first clue is in hand.📜 What lies ahead is a journey of exploration, insight, and possibilities! 5 days to go to begin the journey with the Abakkus Small Cap Fund. Stay tuned! 🗓️NFO Opens: 26th February, 2026 NFO Closes: 12th March, 2026 Join us for an exclusive webinar with Sunil Singhania and Sanjay Doshi where we peel back the layers of the Small Cap segment. 🗓 Date: 21st February, 2026 ⏰ Time: 11am to 12pm 🔗 Register Here: zfrmz.in/55gpmjSPhGqiDW… 🔗Learn more about the Abakkus Small Cap Fund at abakkusmf.com/fund-page.html… Mutual Fund investments are subject to market risks, read all scheme related documents carefully. #Abakkus #AbakkusMutualFund #SmallCapFund #NFO #NewFundOffer
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ET NOW
ET NOW@ETNOWlive·
#ETNOWExclusive | Abakkus AMC launches Smallcap Fund Can smallcaps outperform the largecaps over the next 3-5 years? "The years after underperformance from smallcaps have turned out to be good..." Sunil Singhania, @AbakkusInvest, explains the rationale for attractive opportunities in this segment Stay tuned for the full interview on Saturday at 12.30 PM @AyeshaFaridi1 @SunilBSinghania
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Aditya Kondawar
Aditya Kondawar@aditya_kondawar·
Rajeev Jain, CEO, Bajaj Finance, on Q3 Concall on the Impact of AI – “AI listened to 2 Cr calls, converted voice to text, and gave us data. Text-to-data conversion happened for 5.2 lakh customers. As a result, we generated 100,000 new offers for which we did not have information earlier. “This capability did not exist in Q1 and Q2. It just got deployed. We’ll be able to listen to 100 million calls next year,” said Jain. He added that loan disbursements through AI-powered call centres stood at about Rs 1,600 crore. That’s ~ 10% of the Rs 16,545 Cr of disbursals in Q3FY26 Data converting -- data from those calls led to another INR 325 crores of volumes. So, this is just our first attempt. Over the next six months, Bajaj Finance plans to invest heavily in its agents. The company expects to have more than 800 autonomous agents across sales, operations, HR, IT, risk, and DMS in the next fiscal. Similarly, in terms of 100% of videos are now generated by us using AI, 100% of banners are generated using AI, 2.7 lakh videos were generated, and 1.2 lakh banners were generated. At the customer engagement level, we have 11 AI text BOTs that are live that engage with the customer. So rather than sending dumb SMSs for 11 products now, we have an AI text BOT, which allows you to engage, interact, and respond to your queries. The company has 26 products. All 26 will be live between April and May'26. So, there will be no communication that we'll be sending, which will not have a -- whether service or sales, which will not have a conversational BOT embedded in it. At the branch and point of sale, existing customers face match that we're doing, we did 46 million face matches to ensure this is the same customer, if it's an ETB customer who had actually principally come in, giving us much better control over identity. Customer onboarding in terms of document -- ensuring that auto-fill of the document happens, whether it's a PAN card or an Aadhaar. There are 43 such documents that the company has now mapped, which an image extracts with a 95% - 96% accuracy and populate data in our platforms, delivering significant productivity for our employees. Auto quality check of documents is now 41%. As we sharpen the model, it will take us to between 85% and 90% over a period of the next 15-odd months On technology development, we are clearly seeing between 25% - 45% efficiencies emerging in terms of the development process, depending on whether it's a legacy platform, then the benefit is much lower, or rather, I would say, none. But if it's a digital infrastructure, then the efficiencies can be as high as 45% - 47%. So significant work is being done. Src – Q3 Concall, no reco
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Abakkus Mutual Fund
Abakkus Mutual Fund@abakkusmf·
The Union Budget 2026 sets the stage for growth in key sectors like Transport, Defence, and Healthcare, providing retail investors with opportunities to tap into rising industries.📊📈 These strategic allocations provide a roadmap for continued growth and national progress.🚀 Mutual Fund investments are subject to market risks, read all scheme related documents carefully. #UnionBudget2026 #India #Growth #Transport #Defence #Agriculture #Education #Healthcare #EconomicDevelopment #Future #Opportunities
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