Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs ATLAS - Midcap PMS Fund
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
ATLAS - Midcap PMS Fund
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%
−0.22%
6 Months
−0.19%
8.59%
1 Year
10.10%
1.40%
3 Years
12.11%
11.84%
5 Years
13.02%
6.21%
Since Inception
22.34%
7.85%
Fund Age
5 yrs 10 mo
5 yrs 3 mo
AUM
₹7,768.91 Cr
₹3.73 Cr
Alpha – 1 Year
5.38%
−3.32%
Alpha – 3 Years
0.02%
−0.25%
Information Ratio – 3 Years
0.42
0.11
Volatility – 1 Year
16.46%
23.13%
Volatility – 3 Years
14.48%
17.54%
Beta – 1 Year
0.92
1.25
Beta – 3 Years
0.91
0.97
Sharpe Ratio – 1 Year
0.41
-0.06
Sharpe Ratio – 3 Years
0.62
0.45
Worst Rolling Year
10.43%
5.77%
Value at Worst Rolling Year
₹1.10 Cr
₹1.06 Cr
Deepest Drawdown
−20.45%
−23.48%
Recovery Period
240 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.24%
12.08%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 53% · M 26% · S 13%
L 3% · M 32% · S 59%
Number of Stocks
25
19
Portfolio P/E
28.28
26.66
Top 5 Holdings
Aditya Birla Capital Ltd
Vedanta Aluminium Metal Ltd
Sun Pharmaceutical Industries Ltd
IIFL Finance Ltd
Larsen & Toubro Ltd
Godrej Industries Ltd · 10.94%
Steel Authority of India Ltd · 8.51%
EIH Ltd · 8.34%
ACC Ltd · 7.75%
Sagility Ltd · 5.94%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
3% / 2% / 0%