Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
Karma - Wealth Builder
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%
4.30%
6 Months
−0.19%
9.50%
1 Year
10.10%
10.30%
3 Years
12.11%
13.40%
5 Years
13.02%
13.85%
Since Inception
22.34%
12.90%
Fund Age
5 yrs 10 mo
19 yrs 8 mo
AUM
₹7,768.91 Cr
₹295.65 Cr
Alpha – 1 Year
5.38%
5.60%
Alpha – 3 Years
0.02%
1.30%
Information Ratio – 3 Years
0.42
0.46
Volatility – 1 Year
16.46%
20.18%
Volatility – 3 Years
14.48%
17.30%
Beta – 1 Year
0.92
1.09
Beta – 3 Years
0.91
1.05
Sharpe Ratio – 1 Year
0.41
0.32
Sharpe Ratio – 3 Years
0.62
0.49
Worst Rolling Year
10.43%
-20.52%
Value at Worst Rolling Year
₹1.10 Cr
₹0.79 Cr
Deepest Drawdown
−20.45%
−12.92%
Recovery Period
240 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.46%
Median Rolling Year
19.24%
16.95%
5-Year Rolling Windows Positive
100.00%
98.31%
Market-Cap Mix
L 53% · M 26% · S 13%
L 21% · M 15% · S 62%
Number of Stocks
25
—
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
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1% / – / –