Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
KRChoksey - Alpha Invest
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%
0.97%
6 Months
−0.19%
6.33%
1 Year
10.10%
−0.99%
3 Years
12.11%
6.26%
5 Years
13.02%
6.47%
Since Inception
22.34%
5.18%
Fund Age
5 yrs 10 mo
19 yrs 5 mo
AUM
₹7,768.91 Cr
₹95.89 Cr
Alpha – 1 Year
5.38%
2.51%
Alpha – 3 Years
0.02%
−2.73%
Information Ratio – 3 Years
0.42
-0.10
Volatility – 1 Year
16.46%
20.93%
Volatility – 3 Years
14.48%
17.77%
Beta – 1 Year
0.92
1.14
Beta – 3 Years
0.91
1.05
Sharpe Ratio – 1 Year
0.41
-0.20
Sharpe Ratio – 3 Years
0.62
0.23
Worst Rolling Year
10.43%
-21.50%
Value at Worst Rolling Year
₹1.10 Cr
₹0.79 Cr
Deepest Drawdown
−20.45%
−30.66%
Recovery Period
240 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
74.63%
Median Rolling Year
19.24%
10.39%
5-Year Rolling Windows Positive
100.00%
82.76%
Market-Cap Mix
L 53% · M 26% · S 13%
L 77% · M 12% · S 11%
Number of Stocks
25
57
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
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
3% / 2% / 1%