Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
MRG Capital - Wealth Protector
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%
0.67%
6 Months
−0.19%
1.38%
1 Year
10.10%
7.78%
3 Years
12.11%
12.37%
5 Years
13.02%
10.07%
Since Inception
22.34%
13.18%
Fund Age
5 yrs 10 mo
6 yrs 8 mo
AUM
₹7,768.91 Cr
₹1.13 Cr
Alpha – 1 Year
5.38%
8.13%
Alpha – 3 Years
0.02%
3.37%
Information Ratio – 3 Years
0.42
0.42
Volatility – 1 Year
16.46%
17.12%
Volatility – 3 Years
14.48%
14.65%
Beta – 1 Year
0.92
0.93
Beta – 3 Years
0.91
0.90
Sharpe Ratio – 1 Year
0.41
0.21
Sharpe Ratio – 3 Years
0.62
0.51
Worst Rolling Year
10.43%
10.01%
Value at Worst Rolling Year
₹1.10 Cr
₹1.10 Cr
Deepest Drawdown
−20.45%
−15.65%
Recovery Period
240 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.24%
15.34%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 53% · M 26% · S 13%
L 34% · M 14% · S 34%
Number of Stocks
25
43
Portfolio P/E
28.28
30.39
Top 5 Holdings
Aditya Birla Capital Ltd
Vedanta Aluminium Metal Ltd
Sun Pharmaceutical Industries Ltd
IIFL Finance Ltd
Larsen & Toubro Ltd
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 1% / 0%