Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs Ckredence-All Weather Fund
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
Ckredence-All Weather Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.37%
3.56%
6 Months
−0.19%
14.31%
1 Year
10.10%
23.04%
3 Years
12.11%
17.41%
5 Years
13.02%
14.44%
Since Inception
22.34%
16.04%
Fund Age
5 yrs 10 mo
5 yrs 2 mo
AUM
₹7,768.91 Cr
₹246.55 Cr
Alpha – 1 Year
5.38%
18.32%
Alpha – 3 Years
0.02%
5.32%
Information Ratio – 3 Years
0.42
0.69
Volatility – 1 Year
16.46%
16.66%
Volatility – 3 Years
14.48%
14.65%
Beta – 1 Year
0.92
0.91
Beta – 3 Years
0.91
0.83
Sharpe Ratio – 1 Year
0.41
1.02
Sharpe Ratio – 3 Years
0.62
0.82
Worst Rolling Year
10.43%
13.49%
Value at Worst Rolling Year
₹1.10 Cr
₹1.13 Cr
Deepest Drawdown
−20.45%
−17.20%
Recovery Period
240 days
198 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.24%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 53% · M 26% · S 13%
L 31% · M 25% · S 41%
Number of Stocks
25
33
Portfolio P/E
28.28
48.70
Top 5 Holdings
Aditya Birla Capital Ltd
Vedanta Aluminium Metal Ltd
Sun Pharmaceutical Industries Ltd
IIFL Finance Ltd
Larsen & Toubro Ltd
Laurus Labs Ltd · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 1% / 0%