Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
Quest Investment Managers – Flagship
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.37%
6.42%
6 Months
−0.19%
15.63%
1 Year
10.10%
0.27%
3 Years
12.11%
12.69%
5 Years
13.02%
8.81%
Since Inception
22.34%
15.48%
Fund Age
5 yrs 10 mo
18 yrs 10 mo
AUM
₹7,768.91 Cr
₹406.27 Cr
Alpha – 1 Year
5.38%
−4.45%
Alpha – 3 Years
0.02%
0.61%
Information Ratio – 3 Years
0.42
0.21
Volatility – 1 Year
16.46%
22.89%
Volatility – 3 Years
14.48%
19.09%
Beta – 1 Year
0.92
1.13
Beta – 3 Years
0.91
1.05
Sharpe Ratio – 1 Year
0.41
-0.11
Sharpe Ratio – 3 Years
0.62
0.45
Worst Rolling Year
10.43%
-10.83%
Value at Worst Rolling Year
₹1.10 Cr
₹0.89 Cr
Deepest Drawdown
−20.45%
−31.17%
Recovery Period
240 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
91.19%
Median Rolling Year
19.24%
17.32%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 53% · M 26% · S 13%
L 28% · M 26% · S 45%
Number of Stocks
25
29
Portfolio P/E
28.28
38.78
Top 5 Holdings
Aditya Birla Capital Ltd
Vedanta Aluminium Metal Ltd
Sun Pharmaceutical Industries Ltd
IIFL Finance Ltd
Larsen & Toubro Ltd
Eternal Ltd · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1% / 0% / 0%