Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs AlphaaMoney Equity+
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
AlphaaMoney Equity+
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.37%
2.20%
6 Months
−0.19%
6.05%
1 Year
10.10%
15.36%
3 Years
12.11%
—
5 Years
13.02%
—
Since Inception
22.34%
17.53%
Fund Age
5 yrs 10 mo
2 yrs 10 mo
AUM
₹7,768.91 Cr
₹1.33 Cr
Alpha – 1 Year
5.38%
15.71%
Alpha – 3 Years
0.02%
—
Information Ratio – 3 Years
0.42
—
Volatility – 1 Year
16.46%
15.48%
Volatility – 3 Years
14.48%
—
Beta – 1 Year
0.92
0.83
Beta – 3 Years
0.91
—
Sharpe Ratio – 1 Year
0.41
0.66
Sharpe Ratio – 3 Years
0.62
—
Worst Rolling Year
10.43%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−20.45%
−10.68%
Recovery Period
240 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.24%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 53% · M 26% · S 13%
L 56% · M 10% · S 0%
Number of Stocks
25
7
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
Motilal Oswal NASDAQ-100 ETF · 23.79%
ICICI Pru Nifty 100 Low Volatility 30 ETF · 19.45%
HDFC NIFTY200 Momentum 30 ETF · 18.81%
Nippon India ETF Nifty 50 BeES · 16.82%
ICICI Pru Gold ETF · 7.83%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
Fixed Fee
2.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0.75% / 0% / 0%