Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.37%
7.67%
6 Months
−0.19%
27.70%
1 Year
10.10%
47.52%
3 Years
12.11%
23.98%
5 Years
13.02%
15.87%
Since Inception
22.34%
18.55%
Fund Age
5 yrs 10 mo
16 yrs 2 mo
AUM
₹7,768.91 Cr
₹1,022.92 Cr
Alpha – 1 Year
5.38%
42.80%
Alpha – 3 Years
0.02%
11.89%
Information Ratio – 3 Years
0.42
1.12
Volatility – 1 Year
16.46%
28.29%
Volatility – 3 Years
14.48%
20.76%
Beta – 1 Year
0.92
1.36
Beta – 3 Years
0.91
1.07
Sharpe Ratio – 1 Year
0.41
1.33
Sharpe Ratio – 3 Years
0.62
0.99
Worst Rolling Year
10.43%
-4.58%
Value at Worst Rolling Year
₹1.10 Cr
₹0.95 Cr
Deepest Drawdown
−20.45%
−19.51%
Recovery Period
240 days
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
19.24%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 53% · M 26% · S 13%
L 22% · M 32% · S 42%
Number of Stocks
25
26
Portfolio P/E
28.28
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%