Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
Right Horizons - All Seasons
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%
1.32%
6 Months
−0.19%
3.83%
1 Year
10.10%
9.77%
3 Years
12.11%
13.19%
5 Years
13.02%
12.01%
Since Inception
22.34%
14.38%
Fund Age
5 yrs 10 mo
6 yrs 8 mo
AUM
₹7,768.91 Cr
₹42.66 Cr
Alpha – 1 Year
5.38%
3.80%
Alpha – 3 Years
0.02%
2.30%
Information Ratio – 3 Years
0.42
0.23
Volatility – 1 Year
16.46%
15.84%
Volatility – 3 Years
14.48%
12.64%
Beta – 1 Year
0.92
1.56
Beta – 3 Years
0.91
1.48
Sharpe Ratio – 1 Year
0.41
0.32
Sharpe Ratio – 3 Years
0.62
0.70
Worst Rolling Year
10.43%
9.09%
Value at Worst Rolling Year
₹1.10 Cr
₹1.09 Cr
Deepest Drawdown
−20.45%
−15.18%
Recovery Period
240 days
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.24%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 53% · M 26% · S 13%
L 37% · M 21% · S 27%
Number of Stocks
25
16
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
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
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% / 1% / 0%