Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs Anand Rathi Advisors - Impress PMS
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
Anand Rathi Advisors - Impress PMS
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%
4.97%
6 Months
−0.19%
23.68%
1 Year
10.10%
18.36%
3 Years
12.11%
19.56%
5 Years
13.02%
16.83%
Since Inception
22.34%
14.91%
Fund Age
5 yrs 10 mo
9 yrs 3 mo
AUM
₹7,768.91 Cr
₹884.23 Cr
Alpha – 1 Year
5.38%
13.64%
Alpha – 3 Years
0.02%
7.47%
Information Ratio – 3 Years
0.42
0.73
Volatility – 1 Year
16.46%
27.03%
Volatility – 3 Years
14.48%
23.64%
Beta – 1 Year
0.92
1.39
Beta – 3 Years
0.91
1.25
Sharpe Ratio – 1 Year
0.41
0.55
Sharpe Ratio – 3 Years
0.62
0.71
Worst Rolling Year
10.43%
-7.52%
Value at Worst Rolling Year
₹1.10 Cr
₹0.92 Cr
Deepest Drawdown
−20.45%
−24.68%
Recovery Period
240 days
97 days
1-Year Rolling Windows Positive
100.00%
91.90%
Median Rolling Year
19.24%
22.43%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 53% · M 26% · S 13%
L 14% · M 23% · S 57%
Number of Stocks
25
18
Portfolio P/E
28.28
42.38
Top 5 Holdings
Aditya Birla Capital Ltd
Vedanta Aluminium Metal Ltd
Sun Pharmaceutical Industries Ltd
IIFL Finance Ltd
Larsen & Toubro Ltd
Cash & Cash Equivalent · 9.65%
Radico Khaitan Ltd · 7.68%
Cemindia Projects Ltd · 7.40%
KEI Industries Ltd · 6.56%
Cholamandalam Investment & Finance Company Ltd · 6.37%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 1% / 0%