Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs Alchemy High Growth
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
Alchemy High Growth
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%
4.23%
6 Months
−0.19%
0.96%
1 Year
10.10%
14.90%
3 Years
12.11%
14.68%
5 Years
13.02%
10.31%
Since Inception
22.34%
19.96%
Fund Age
5 yrs 10 mo
24 yrs 3 mo
AUM
₹7,768.91 Cr
₹757.54 Cr
Alpha – 1 Year
5.38%
10.18%
Alpha – 3 Years
0.02%
2.59%
Information Ratio – 3 Years
0.42
0.54
Volatility – 1 Year
16.46%
22.77%
Volatility – 3 Years
14.48%
22.88%
Beta – 1 Year
0.92
1.00
Beta – 3 Years
0.91
1.22
Sharpe Ratio – 1 Year
0.41
0.49
Sharpe Ratio – 3 Years
0.62
0.49
Worst Rolling Year
10.43%
-9.25%
Value at Worst Rolling Year
₹1.10 Cr
₹0.91 Cr
Deepest Drawdown
−20.45%
−36.23%
Recovery Period
240 days
395 days
1-Year Rolling Windows Positive
100.00%
90.02%
Median Rolling Year
19.24%
15.11%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 53% · M 26% · S 13%
L 41% · M 14% · S 34%
Number of Stocks
25
62
Portfolio P/E
28.28
36.83
Top 5 Holdings
Aditya Birla Capital Ltd
Vedanta Aluminium Metal Ltd
Sun Pharmaceutical Industries Ltd
IIFL Finance Ltd
Larsen & Toubro Ltd
Multi Commodity Exchange of India Ltd · 7.33%
BSE Ltd · 5.86%
National Aluminium Company Ltd · 5.30%
Lloyds Metals & Energy Ltd · 5.06%
Nippon Life India Asset Management Ltd · 4.84%
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%
1% / 0% / 0%