Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs Alchemy Select Stock
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
Alchemy Select Stock
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.37%
7.30%
6 Months
−0.19%
20.36%
1 Year
10.10%
18.14%
3 Years
12.11%
21.64%
5 Years
13.02%
16.27%
Since Inception
22.34%
19.97%
Fund Age
5 yrs 10 mo
17 yrs 8 mo
AUM
₹7,768.91 Cr
₹5,014.26 Cr
Alpha – 1 Year
5.38%
13.42%
Alpha – 3 Years
0.02%
9.55%
Information Ratio – 3 Years
0.42
0.97
Volatility – 1 Year
16.46%
21.97%
Volatility – 3 Years
14.48%
19.06%
Beta – 1 Year
0.92
1.13
Beta – 3 Years
0.91
1.07
Sharpe Ratio – 1 Year
0.41
0.62
Sharpe Ratio – 3 Years
0.62
0.85
Worst Rolling Year
10.43%
-6.02%
Value at Worst Rolling Year
₹1.10 Cr
₹0.94 Cr
Deepest Drawdown
−20.45%
−24.55%
Recovery Period
240 days
436 days
1-Year Rolling Windows Positive
100.00%
95.34%
Median Rolling Year
19.24%
19.24%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 53% · M 26% · S 13%
L 38% · M 28% · S 30%
Number of Stocks
25
97
Portfolio P/E
28.28
63.07
Top 5 Holdings
Aditya Birla Capital Ltd
Vedanta Aluminium Metal Ltd
Sun Pharmaceutical Industries Ltd
IIFL Finance Ltd
Larsen & Toubro Ltd
One 97 Communications Ltd · 8.25%
Multi Commodity Exchange of India Ltd · 7.59%
Bajaj Finance Ltd · 6.77%
Cartrade Tech Ltd · 6.59%
Eternal Ltd · 5.56%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
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%