Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
Right Horizons - Alliance
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%
1.80%
6 Months
−0.19%
2.80%
1 Year
10.10%
4.89%
3 Years
12.11%
12.23%
5 Years
13.02%
10.64%
Since Inception
22.34%
8.93%
Fund Age
5 yrs 10 mo
12 yrs
AUM
₹7,768.91 Cr
₹134.76 Cr
Alpha – 1 Year
5.38%
−1.08%
Alpha – 3 Years
0.02%
1.34%
Information Ratio – 3 Years
0.42
0.07
Volatility – 1 Year
16.46%
10.79%
Volatility – 3 Years
14.48%
9.62%
Beta – 1 Year
0.92
1.04
Beta – 3 Years
0.91
1.10
Sharpe Ratio – 1 Year
0.41
-0.01
Sharpe Ratio – 3 Years
0.62
0.69
Worst Rolling Year
10.43%
0.05%
Value at Worst Rolling Year
₹1.10 Cr
₹1.00 Cr
Deepest Drawdown
−20.45%
−11.50%
Recovery Period
240 days
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
19.24%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 53% · M 26% · S 13%
L 50% · M 11% · S 8%
Number of Stocks
25
33
Portfolio P/E
28.28
25.96
Top 5 Holdings
Aditya Birla Capital Ltd
Vedanta Aluminium Metal Ltd
Sun Pharmaceutical Industries Ltd
IIFL Finance Ltd
Larsen & Toubro Ltd
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1% / – / –