Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
Invesco - Challengers
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.37%
1.41%
6 Months
−0.19%
13.18%
1 Year
10.10%
2.91%
3 Years
12.11%
14.27%
5 Years
13.02%
—
Since Inception
22.34%
11.83%
Fund Age
5 yrs 10 mo
4 yrs 11 mo
AUM
₹7,768.91 Cr
₹31.01 Cr
Alpha – 1 Year
5.38%
−1.81%
Alpha – 3 Years
0.02%
2.18%
Information Ratio – 3 Years
0.42
0.24
Volatility – 1 Year
16.46%
18.67%
Volatility – 3 Years
14.48%
17.11%
Beta – 1 Year
0.92
0.97
Beta – 3 Years
0.91
0.95
Sharpe Ratio – 1 Year
0.41
-0.04
Sharpe Ratio – 3 Years
0.62
0.56
Worst Rolling Year
10.43%
12.64%
Value at Worst Rolling Year
₹1.10 Cr
₹1.13 Cr
Deepest Drawdown
−20.45%
−24.73%
Recovery Period
240 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.24%
17.60%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 53% · M 26% · S 13%
L 37% · M 30% · S 33%
Number of Stocks
25
26
Portfolio P/E
28.28
54.84
Top 5 Holdings
Aditya Birla Capital Ltd
Vedanta Aluminium Metal Ltd
Sun Pharmaceutical Industries Ltd
IIFL Finance Ltd
Larsen & Toubro Ltd
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
—