Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs IFM Largecap Fund
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
IFM Largecap Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.37%
−0.16%
6 Months
−0.19%
−3.46%
1 Year
10.10%
−0.34%
3 Years
12.11%
—
5 Years
13.02%
—
Since Inception
22.34%
−3.49%
Fund Age
5 yrs 10 mo
14 mo
AUM
₹7,768.91 Cr
₹116.7 Cr
Alpha – 1 Year
5.38%
0.01%
Alpha – 3 Years
0.02%
—
Information Ratio – 3 Years
0.42
—
Volatility – 1 Year
16.46%
17.33%
Volatility – 3 Years
14.48%
—
Beta – 1 Year
0.92
1.08
Beta – 3 Years
0.91
—
Sharpe Ratio – 1 Year
0.41
-0.24
Sharpe Ratio – 3 Years
0.62
—
Worst Rolling Year
10.43%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−20.45%
−16.91%
Recovery Period
240 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.24%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 53% · M 26% · S 13%
L 83% · M 6% · S 9%
Number of Stocks
25
26
Portfolio P/E
28.28
24.23
Top 5 Holdings
Aditya Birla Capital Ltd
Vedanta Aluminium Metal Ltd
Sun Pharmaceutical Industries Ltd
IIFL Finance Ltd
Larsen & Toubro Ltd
ICICI Bank Ltd · 11.42%
HDFC Bank Ltd · 9.79%
Reliance Industries Ltd · 8.22%
Infosys Ltd · 6.55%
Bharti Airtel Ltd · 5.79%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Fixed Fee
2.50% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
—