Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
Polaris Human Plus Machine Converged Equity Strategy
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%
9.44%
6 Months
−0.19%
2.42%
1 Year
10.10%
1.29%
3 Years
12.11%
—
5 Years
13.02%
—
Since Inception
22.34%
23.68%
Fund Age
5 yrs 10 mo
4 mo
AUM
₹7,768.91 Cr
₹2.91 Cr
Alpha – 1 Year
5.38%
0.33%
Alpha – 3 Years
0.02%
—
Information Ratio – 3 Years
0.42
—
Volatility – 1 Year
16.46%
—
Volatility – 3 Years
14.48%
—
Beta – 1 Year
0.92
—
Beta – 3 Years
0.91
—
Sharpe Ratio – 1 Year
0.41
—
Sharpe Ratio – 3 Years
0.62
—
Worst Rolling Year
10.43%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−20.45%
—
Recovery Period
240 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.24%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 53% · M 26% · S 13%
M 5% · S 92%
Number of Stocks
25
29
Portfolio P/E
28.28
67.46
Top 5 Holdings
Aditya Birla Capital Ltd
Vedanta Aluminium Metal Ltd
Sun Pharmaceutical Industries Ltd
IIFL Finance Ltd
Larsen & Toubro Ltd
Shilpa Medicare Ltd · 11.42%
Cash & Cash Equivalent · 7.83%
Himadri Speciality Chemical Ltd · 7.42%
Sheela Foam Ltd · 6.84%
Rubicon Research Ltd · 6.78%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
Healthcare · 31.15%
Capital Goods · 20.12%
Chemicals · 13.97%
Fixed Fee
2.50% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%