Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs Abans Growth and Momentum
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
Abans Growth and Momentum
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.37%
2.46%
6 Months
−0.19%
7.53%
1 Year
10.10%
10.69%
3 Years
12.11%
9.96%
5 Years
13.02%
10.97%
Since Inception
22.34%
20.53%
Fund Age
5 yrs 10 mo
14 yrs 7 mo
AUM
₹7,768.91 Cr
₹132.39 Cr
Alpha – 1 Year
5.38%
5.97%
Alpha – 3 Years
0.02%
−2.13%
Information Ratio – 3 Years
0.42
-0.28
Volatility – 1 Year
16.46%
20.88%
Volatility – 3 Years
14.48%
19.08%
Beta – 1 Year
0.92
1.15
Beta – 3 Years
0.91
1.12
Sharpe Ratio – 1 Year
0.41
0.34
Sharpe Ratio – 3 Years
0.62
0.32
Worst Rolling Year
10.43%
-4.87%
Value at Worst Rolling Year
₹1.10 Cr
₹0.95 Cr
Deepest Drawdown
−20.45%
−22.42%
Recovery Period
240 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
96.43%
Median Rolling Year
19.24%
20.05%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 53% · M 26% · S 13%
L 47% · M 22% · S 18%
Number of Stocks
25
23
Portfolio P/E
28.28
60.38
Top 5 Holdings
Aditya Birla Capital Ltd
Vedanta Aluminium Metal Ltd
Sun Pharmaceutical Industries Ltd
IIFL Finance Ltd
Larsen & Toubro Ltd
Bajaj Finance Ltd · 7.00%
Piramal Finance Ltd · 7.00%
Shriram Finance Ltd · 7.00%
ICICI Bank Ltd · 6.00%
Apollo Hospitals Enterprise Ltd · 5.00%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%