Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs Ambit - caliber
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
Ambit - caliber
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%
1.17%
6 Months
−0.19%
3.92%
1 Year
10.10%
9.29%
3 Years
12.11%
14.80%
5 Years
13.02%
9.78%
Since Inception
22.34%
14.35%
Fund Age
5 yrs 10 mo
5 yrs 5 mo
AUM
₹7,768.91 Cr
₹95.56 Cr
Alpha – 1 Year
5.38%
9.72%
Alpha – 3 Years
0.02%
6.23%
Information Ratio – 3 Years
0.42
0.76
Volatility – 1 Year
16.46%
16.82%
Volatility – 3 Years
14.48%
15.81%
Beta – 1 Year
0.92
1.02
Beta – 3 Years
0.91
0.98
Sharpe Ratio – 1 Year
0.41
0.29
Sharpe Ratio – 3 Years
0.62
0.61
Worst Rolling Year
10.43%
5.26%
Value at Worst Rolling Year
₹1.10 Cr
₹1.05 Cr
Deepest Drawdown
−20.45%
−20.60%
Recovery Period
240 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.24%
15.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 53% · M 26% · S 13%
L 55% · M 33% · S 10%
Number of Stocks
25
59
Portfolio P/E
28.28
34.30
Top 5 Holdings
Aditya Birla Capital Ltd
Vedanta Aluminium Metal Ltd
Sun Pharmaceutical Industries Ltd
IIFL Finance Ltd
Larsen & Toubro Ltd
Bajaj Finance Ltd · 5.19%
ICICI Bank Ltd · 4.86%
Bajaj Auto Ltd · 4.60%
Syrma SGS Technology Ltd · 3.60%
Piramal Finance Ltd · 3.49%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%