Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.37%
2.21%
6 Months
−0.19%
21.04%
1 Year
10.10%
21.34%
3 Years
12.11%
19.08%
5 Years
13.02%
23.67%
Since Inception
22.34%
—
Fund Age
5 yrs 10 mo
6 yrs 4 mo
AUM
₹7,768.91 Cr
₹364.08 Cr
Alpha – 1 Year
5.38%
21.69%
Alpha – 3 Years
0.02%
10.08%
Information Ratio – 3 Years
0.42
0.52
Volatility – 1 Year
16.46%
32.28%
Volatility – 3 Years
14.48%
28.08%
Beta – 1 Year
0.92
1.47
Beta – 3 Years
0.91
1.60
Sharpe Ratio – 1 Year
0.41
0.58
Sharpe Ratio – 3 Years
0.62
0.57
Worst Rolling Year
10.43%
15.61%
Value at Worst Rolling Year
₹1.10 Cr
₹1.16 Cr
Deepest Drawdown
−20.45%
−31.98%
Recovery Period
240 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.24%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 53% · M 26% · S 13%
L 90% · M 10%
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
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
3% / 2% / 1%