Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.37%
7.03%
6 Months
−0.19%
31.10%
1 Year
10.10%
52.47%
3 Years
12.11%
17.74%
5 Years
13.02%
16.38%
Since Inception
22.34%
15.58%
Fund Age
5 yrs 10 mo
16 yrs 9 mo
AUM
₹7,768.91 Cr
₹132.42 Cr
Alpha – 1 Year
5.38%
47.75%
Alpha – 3 Years
0.02%
5.65%
Information Ratio – 3 Years
0.42
0.46
Volatility – 1 Year
16.46%
26.74%
Volatility – 3 Years
14.48%
21.32%
Beta – 1 Year
0.92
1.30
Beta – 3 Years
0.91
0.97
Sharpe Ratio – 1 Year
0.41
1.52
Sharpe Ratio – 3 Years
0.62
0.68
Worst Rolling Year
10.43%
-15.93%
Value at Worst Rolling Year
₹1.10 Cr
₹0.84 Cr
Deepest Drawdown
−20.45%
−20.79%
Recovery Period
240 days
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
19.24%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 53% · M 26% · S 13%
M 9% · S 83%
Number of Stocks
25
26
Portfolio P/E
28.28
31.63
Top 5 Holdings
Aditya Birla Capital Ltd
Vedanta Aluminium Metal Ltd
Sun Pharmaceutical Industries Ltd
IIFL Finance Ltd
Larsen & Toubro Ltd
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1% / 0% / 0%