Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
Sundaram Alternate - SISOP
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%
5.72%
6 Months
−0.19%
23.48%
1 Year
10.10%
38.68%
3 Years
12.11%
26.01%
5 Years
13.02%
16.58%
Since Inception
22.34%
18.98%
Fund Age
5 yrs 10 mo
16 yrs 6 mo
AUM
₹7,768.91 Cr
₹1,885.18 Cr
Alpha – 1 Year
5.38%
33.96%
Alpha – 3 Years
0.02%
13.92%
Information Ratio – 3 Years
0.42
1.27
Volatility – 1 Year
16.46%
28.06%
Volatility – 3 Years
14.48%
20.41%
Beta – 1 Year
0.92
1.39
Beta – 3 Years
0.91
1.06
Sharpe Ratio – 1 Year
0.41
1.12
Sharpe Ratio – 3 Years
0.62
1.06
Worst Rolling Year
10.43%
-4.06%
Value at Worst Rolling Year
₹1.10 Cr
₹0.96 Cr
Deepest Drawdown
−20.45%
−18.24%
Recovery Period
240 days
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
19.24%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 53% · M 26% · S 13%
L 40% · M 32% · S 24%
Number of Stocks
25
28
Portfolio P/E
28.28
45.86
Top 5 Holdings
Aditya Birla Capital Ltd
Vedanta Aluminium Metal Ltd
Sun Pharmaceutical Industries Ltd
IIFL Finance Ltd
Larsen & Toubro Ltd
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%