Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
Right Horizons - Alphabots India 100
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%
4.29%
6 Months
−0.19%
2.17%
1 Year
10.10%
7.07%
3 Years
12.11%
15.12%
5 Years
13.02%
—
Since Inception
22.34%
19.80%
Fund Age
5 yrs 10 mo
7 yrs 3 mo
AUM
₹7,768.91 Cr
₹7.19 Cr
Alpha – 1 Year
5.38%
7.50%
Alpha – 3 Years
0.02%
6.56%
Information Ratio – 3 Years
0.42
1.22
Volatility – 1 Year
16.46%
19.38%
Volatility – 3 Years
14.48%
16.31%
Beta – 1 Year
0.92
1.18
Beta – 3 Years
0.91
1.13
Sharpe Ratio – 1 Year
0.41
0.17
Sharpe Ratio – 3 Years
0.62
0.62
Worst Rolling Year
10.43%
14.31%
Value at Worst Rolling Year
₹1.10 Cr
₹1.14 Cr
Deepest Drawdown
−20.45%
−17.66%
Recovery Period
240 days
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.24%
16.29%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 53% · M 26% · S 13%
L 73% · M 25%
Number of Stocks
25
100
Portfolio P/E
28.28
27.01
Top 5 Holdings
Aditya Birla Capital Ltd
Vedanta Aluminium Metal Ltd
Sun Pharmaceutical Industries Ltd
IIFL Finance Ltd
Larsen & Toubro Ltd
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
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% / –