Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs Alchemy Smart Alpha 250
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
Alchemy Smart Alpha 250
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%
2.23%
6 Months
−0.19%
5.86%
1 Year
10.10%
18.36%
3 Years
12.11%
18.72%
5 Years
13.02%
—
Since Inception
22.34%
18.90%
Fund Age
5 yrs 10 mo
3 yrs
AUM
₹7,768.91 Cr
₹750.57 Cr
Alpha – 1 Year
5.38%
13.64%
Alpha – 3 Years
0.02%
6.63%
Information Ratio – 3 Years
0.42
0.54
Volatility – 1 Year
16.46%
20.46%
Volatility – 3 Years
14.48%
21.62%
Beta – 1 Year
0.92
1.00
Beta – 3 Years
0.91
1.18
Sharpe Ratio – 1 Year
0.41
0.66
Sharpe Ratio – 3 Years
0.62
0.66
Worst Rolling Year
10.43%
18.50%
Value at Worst Rolling Year
₹1.10 Cr
₹1.19 Cr
Deepest Drawdown
−20.45%
−29.06%
Recovery Period
240 days
394 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.24%
19.09%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 53% · M 26% · S 13%
L 37% · M 53% · S 9%
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
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%