Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs Aurum Multiplier Portfolio
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
Aurum Multiplier Portfolio
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%
3.22%
6 Months
−0.19%
21.55%
1 Year
10.10%
12.76%
3 Years
12.11%
17.77%
5 Years
13.02%
17.56%
Since Inception
22.34%
17.72%
Fund Age
5 yrs 10 mo
6 yrs 8 mo
AUM
₹7,768.91 Cr
₹42.03 Cr
Alpha – 1 Year
5.38%
8.04%
Alpha – 3 Years
0.02%
5.68%
Information Ratio – 3 Years
0.42
0.47
Volatility – 1 Year
16.46%
28.82%
Volatility – 3 Years
14.48%
20.90%
Beta – 1 Year
0.92
1.51
Beta – 3 Years
0.91
1.13
Sharpe Ratio – 1 Year
0.41
0.37
Sharpe Ratio – 3 Years
0.62
0.64
Worst Rolling Year
10.43%
11.09%
Value at Worst Rolling Year
₹1.10 Cr
₹1.11 Cr
Deepest Drawdown
−20.45%
−23.45%
Recovery Period
240 days
91 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.24%
21.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 53% · M 26% · S 13%
—
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
Greaves Cotton Ltd · 0.00%
Welspun Corp Ltd · 0.00%
S J S Enterprises Ltd · 0.00%
Star Health & Allied Insurance Company Ltd · 0.00%
Welspun Corp Ltd · 0.00%
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%
2% / 0% / 0%