Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
Magadh - Future Stars
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%
3.10%
6 Months
−0.19%
4.24%
1 Year
10.10%
17.00%
3 Years
12.11%
21.79%
5 Years
13.02%
20.77%
Since Inception
22.34%
20.65%
Fund Age
5 yrs 10 mo
5 yrs
AUM
₹7,768.91 Cr
₹88.27 Cr
Alpha – 1 Year
5.38%
12.28%
Alpha – 3 Years
0.02%
9.70%
Information Ratio – 3 Years
0.42
1.38
Volatility – 1 Year
16.46%
20.96%
Volatility – 3 Years
14.48%
18.52%
Beta – 1 Year
0.92
1.12
Beta – 3 Years
0.91
1.04
Sharpe Ratio – 1 Year
0.41
0.60
Sharpe Ratio – 3 Years
0.62
1.04
Worst Rolling Year
10.43%
21.72%
Value at Worst Rolling Year
₹1.10 Cr
₹1.22 Cr
Deepest Drawdown
−20.45%
−18.76%
Recovery Period
240 days
428 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.24%
30.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 53% · M 26% · S 13%
L 19% · M 45% · S 35%
Number of Stocks
25
25
Portfolio P/E
28.28
27.45
Top 5 Holdings
Aditya Birla Capital Ltd
Vedanta Aluminium Metal Ltd
Sun Pharmaceutical Industries Ltd
IIFL Finance Ltd
Larsen & Toubro Ltd
Laurus Labs Ltd · 10.50%
V2 Retail Ltd · 9.50%
Bank of Maharashtra · 9.16%
Eternal Ltd · 8.75%
Bank of India · 8.20%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0.5% / 0% / 0%