Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs First Global - The India Super 50
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
First Global - The India Super 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.37%
0.48%
6 Months
−0.19%
0.17%
1 Year
10.10%
1.53%
3 Years
12.11%
6.30%
5 Years
13.02%
7.16%
Since Inception
22.34%
16.58%
Fund Age
5 yrs 10 mo
6 yrs 6 mo
AUM
₹7,768.91 Cr
₹182.72 Cr
Alpha – 1 Year
5.38%
−3.19%
Alpha – 3 Years
0.02%
−5.79%
Information Ratio – 3 Years
0.42
-1.15
Volatility – 1 Year
16.46%
17.17%
Volatility – 3 Years
14.48%
15.94%
Beta – 1 Year
0.92
0.97
Beta – 3 Years
0.91
0.99
Sharpe Ratio – 1 Year
0.41
-0.13
Sharpe Ratio – 3 Years
0.62
0.13
Worst Rolling Year
10.43%
6.16%
Value at Worst Rolling Year
₹1.10 Cr
₹1.06 Cr
Deepest Drawdown
−20.45%
−24.43%
Recovery Period
240 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.24%
15.55%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 53% · M 26% · S 13%
—
Number of Stocks
25
60
Portfolio P/E
28.28
19.43
Top 5 Holdings
Aditya Birla Capital Ltd
Vedanta Aluminium Metal Ltd
Sun Pharmaceutical Industries Ltd
IIFL Finance Ltd
Larsen & Toubro Ltd
Nippon India ETF Nifty Bank BeES · 5.17%
Torrent Pharmaceuticals Ltd · 4.30%
ICICI Bank Ltd · 3.49%
TVS Motor Company Ltd · 3.24%
Tech Mahindra Ltd · 2.88%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%