Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
Pace - Secure
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%
−0.11%
6 Months
−0.19%
2.89%
1 Year
10.10%
7.86%
3 Years
12.11%
10.62%
5 Years
13.02%
10.19%
Since Inception
22.34%
9.46%
Fund Age
5 yrs 10 mo
5 yrs 7 mo
AUM
₹7,768.91 Cr
₹158.06 Cr
Alpha – 1 Year
5.38%
−1.70%
Alpha – 3 Years
0.02%
0.86%
Information Ratio – 3 Years
0.42
0.37
Volatility – 1 Year
16.46%
1.80%
Volatility – 3 Years
14.48%
3.43%
Beta – 1 Year
0.92
0.81
Beta – 3 Years
0.91
0.63
Sharpe Ratio – 1 Year
0.41
1.30
Sharpe Ratio – 3 Years
0.62
1.53
Worst Rolling Year
10.43%
8.14%
Value at Worst Rolling Year
₹1.10 Cr
₹1.08 Cr
Deepest Drawdown
−20.45%
—
Recovery Period
240 days
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.24%
11.61%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 53% · M 26% · S 13%
—
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
—
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%
2% / 0% / 0%