Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
Right Horizons - Flexi Cap
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%
4.94%
6 Months
−0.19%
11.49%
1 Year
10.10%
3.89%
3 Years
12.11%
8.19%
5 Years
13.02%
11.02%
Since Inception
22.34%
10.97%
Fund Age
5 yrs 10 mo
13 yrs 8 mo
AUM
₹7,768.91 Cr
₹360.51 Cr
Alpha – 1 Year
5.38%
0.91%
Alpha – 3 Years
0.02%
−3.69%
Information Ratio – 3 Years
0.42
-0.18
Volatility – 1 Year
16.46%
23.04%
Volatility – 3 Years
14.48%
19.34%
Beta – 1 Year
0.92
1.26
Beta – 3 Years
0.91
1.17
Sharpe Ratio – 1 Year
0.41
0.04
Sharpe Ratio – 3 Years
0.62
0.30
Worst Rolling Year
10.43%
-8.10%
Value at Worst Rolling Year
₹1.10 Cr
₹0.92 Cr
Deepest Drawdown
−20.45%
−30.43%
Recovery Period
240 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
19.24%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 53% · M 26% · S 13%
L 38% · M 28% · S 33%
Number of Stocks
25
29
Portfolio P/E
28.28
37.17
Top 5 Holdings
Aditya Birla Capital Ltd
Vedanta Aluminium Metal Ltd
Sun Pharmaceutical Industries Ltd
IIFL Finance Ltd
Larsen & Toubro Ltd
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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%