Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs Aditya Birla Sun Life (ABSL) - SSP
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
Aditya Birla Sun Life (ABSL) - SSP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.37%
0.79%
6 Months
−0.19%
10.53%
1 Year
10.10%
15.92%
3 Years
12.11%
22.93%
5 Years
13.02%
18.33%
Since Inception
22.34%
17.15%
Fund Age
5 yrs 10 mo
16 yrs 10 mo
AUM
₹7,768.91 Cr
₹767.31 Cr
Alpha – 1 Year
5.38%
11.20%
Alpha – 3 Years
0.02%
10.84%
Information Ratio – 3 Years
0.42
1.21
Volatility – 1 Year
16.46%
20.11%
Volatility – 3 Years
14.48%
18.00%
Beta – 1 Year
0.92
1.06
Beta – 3 Years
0.91
1.03
Sharpe Ratio – 1 Year
0.41
0.57
Sharpe Ratio – 3 Years
0.62
0.95
Worst Rolling Year
10.43%
-14.86%
Value at Worst Rolling Year
₹1.10 Cr
₹0.85 Cr
Deepest Drawdown
−20.45%
−20.27%
Recovery Period
240 days
94 days
1-Year Rolling Windows Positive
100.00%
82.37%
Median Rolling Year
19.24%
23.49%
5-Year Rolling Windows Positive
100.00%
97.90%
Market-Cap Mix
L 53% · M 26% · S 13%
L 23% · M 38% · S 34%
Number of Stocks
25
41
Portfolio P/E
28.28
36.67
Top 5 Holdings
Aditya Birla Capital Ltd
Vedanta Aluminium Metal Ltd
Sun Pharmaceutical Industries Ltd
IIFL Finance Ltd
Larsen & Toubro Ltd
BSE Ltd · 9.00%
Federal Bank Ltd · 5.53%
Lumax Industries Ltd · 5.48%
Persistent Systems Ltd · 5.29%
Cash & Cash Equivalent · 4.72%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 1% / 0%