Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
Himalaya - EverFlow India Opportunities
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%
2.85%
6 Months
−0.19%
22.81%
1 Year
10.10%
15.74%
3 Years
12.11%
19.34%
5 Years
13.02%
—
Since Inception
22.34%
24.49%
Fund Age
5 yrs 10 mo
3 yrs 3 mo
AUM
₹7,768.91 Cr
₹446.96 Cr
Alpha – 1 Year
5.38%
11.02%
Alpha – 3 Years
0.02%
7.25%
Information Ratio – 3 Years
0.42
0.86
Volatility – 1 Year
16.46%
23.09%
Volatility – 3 Years
14.48%
17.79%
Beta – 1 Year
0.92
1.11
Beta – 3 Years
0.91
0.93
Sharpe Ratio – 1 Year
0.41
0.51
Sharpe Ratio – 3 Years
0.62
0.79
Worst Rolling Year
10.43%
19.32%
Value at Worst Rolling Year
₹1.10 Cr
₹1.19 Cr
Deepest Drawdown
−20.45%
−18.72%
Recovery Period
240 days
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.24%
21.74%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 53% · M 26% · S 13%
L 19% · S 80%
Number of Stocks
25
30
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
—
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
—