Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs Alchemy Alpha 100
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
Alchemy Alpha 100
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%
0.71%
6 Months
−0.19%
0.51%
1 Year
10.10%
12.01%
3 Years
12.11%
12.45%
5 Years
13.02%
—
Since Inception
22.34%
12.40%
Fund Age
5 yrs 10 mo
3 yrs
AUM
₹7,768.91 Cr
₹22.7 Cr
Alpha – 1 Year
5.38%
12.36%
Alpha – 3 Years
0.02%
3.45%
Information Ratio – 3 Years
0.42
0.50
Volatility – 1 Year
16.46%
19.89%
Volatility – 3 Years
14.48%
17.57%
Beta – 1 Year
0.92
1.18
Beta – 3 Years
0.91
1.20
Sharpe Ratio – 1 Year
0.41
0.40
Sharpe Ratio – 3 Years
0.62
0.46
Worst Rolling Year
10.43%
12.43%
Value at Worst Rolling Year
₹1.10 Cr
₹1.12 Cr
Deepest Drawdown
−20.45%
−26.54%
Recovery Period
240 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.24%
12.71%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 53% · M 26% · S 13%
L 99%
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
Bajaj Finance Ltd · 5.85%
Nestle India Ltd · 5.59%
Shriram Finance Ltd · 5.54%
Apollo Hospitals Enterprise Ltd · 5.53%
Mahindra & Mahindra Ltd · 5.37%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
—