Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
−0.19%
19.55%
1 Year
10.10%
11.69%
3 Years
12.11%
15.46%
5 Years
13.02%
—
Since Inception
22.34%
23.05%
Fund Age
5 yrs 10 mo
3 yrs 4 mo
AUM
₹7,768.91 Cr
₹95.08 Cr
Alpha – 1 Year
5.38%
8.71%
Alpha – 3 Years
0.02%
3.58%
Information Ratio – 3 Years
0.42
0.52
Volatility – 1 Year
16.46%
27.25%
Volatility – 3 Years
14.48%
23.29%
Beta – 1 Year
0.92
1.44
Beta – 3 Years
0.91
1.22
Sharpe Ratio – 1 Year
0.41
0.33
Sharpe Ratio – 3 Years
0.62
0.66
Worst Rolling Year
10.43%
15.47%
Value at Worst Rolling Year
₹1.10 Cr
₹1.15 Cr
Deepest Drawdown
−20.45%
−32.01%
Recovery Period
240 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.24%
17.67%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 53% · M 26% · S 13%
—
Number of Stocks
25
—
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
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
3% / 2% / 1%