Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs ACE PRO - Galaxy
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
ACE PRO - Galaxy
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.37%
−3.12%
6 Months
−0.19%
−4.71%
1 Year
10.10%
−3.08%
3 Years
12.11%
0.90%
5 Years
13.02%
2.23%
Since Inception
22.34%
3.05%
Fund Age
5 yrs 10 mo
8 yrs 1 mo
AUM
₹7,768.91 Cr
₹0.38 Cr
Alpha – 1 Year
5.38%
−2.73%
Alpha – 3 Years
0.02%
−8.10%
Information Ratio – 3 Years
0.42
-0.39
Volatility – 1 Year
16.46%
6.90%
Volatility – 3 Years
14.48%
8.35%
Beta – 1 Year
0.92
0.35
Beta – 3 Years
0.91
0.40
Sharpe Ratio – 1 Year
0.41
-1.18
Sharpe Ratio – 3 Years
0.62
-0.31
Worst Rolling Year
10.43%
0.90%
Value at Worst Rolling Year
₹1.10 Cr
₹1.01 Cr
Deepest Drawdown
−20.45%
−16.09%
Recovery Period
240 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.95%
Median Rolling Year
19.24%
7.09%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 53% · M 26% · S 13%
—
Number of Stocks
25
—
Portfolio P/E
28.28
—
Top 5 Holdings
Aditya Birla Capital Ltd
Vedanta Aluminium Metal Ltd
Sun Pharmaceutical Industries Ltd
IIFL Finance Ltd
Larsen & Toubro Ltd
Aditya Birla SL Liquid Fund - Direct (G) · 39.47%
Lupin Ltd · 22.96%
Other Funds · 15.79%
Godrej Consumer Products Ltd · 7.34%
Gujarat Pipavav Port Ltd · 6.23%
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%
3% / 2% / 1%