Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
SVAN Velocity
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%
3.40%
6 Months
−0.19%
21.77%
1 Year
10.10%
16.05%
3 Years
12.11%
23.24%
5 Years
13.02%
—
Since Inception
22.34%
24.82%
Fund Age
5 yrs 10 mo
3 yrs 1 mo
AUM
₹7,768.91 Cr
₹415.03 Cr
Alpha – 1 Year
5.38%
11.33%
Alpha – 3 Years
0.02%
11.15%
Information Ratio – 3 Years
0.42
0.72
Volatility – 1 Year
16.46%
25.50%
Volatility – 3 Years
14.48%
24.35%
Beta – 1 Year
0.92
1.34
Beta – 3 Years
0.91
1.27
Sharpe Ratio – 1 Year
0.41
0.50
Sharpe Ratio – 3 Years
0.62
0.77
Worst Rolling Year
10.43%
23.24%
Value at Worst Rolling Year
₹1.10 Cr
₹1.23 Cr
Deepest Drawdown
−20.45%
−25.33%
Recovery Period
240 days
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.24%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 53% · M 26% · S 13%
M 2% · S 95%
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
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
3% / – / –