Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs Abakkus - Emerging Opportunities
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
Abakkus - Emerging Opportunities
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.55%
3.04%
6 Months
10.18%
10.82%
1 Year
20.91%
8.67%
3 Years
—
13.08%
5 Years
—
15.51%
Since Inception
11.43%
26.40%
Fund Age
2 yrs 7 mo
6 yrs
AUM
₹1,327.89 Cr
₹5,996.39 Cr
Alpha – 1 Year
16.19%
3.95%
Alpha – 3 Years
—
0.99%
Information Ratio – 3 Years
—
0.24
Volatility – 1 Year
20.66%
22.00%
Volatility – 3 Years
—
18.61%
Beta – 1 Year
1.16
1.19
Beta – 3 Years
—
1.02
Sharpe Ratio – 1 Year
0.77
0.24
Sharpe Ratio – 3 Years
—
0.55
Worst Rolling Year
—
12.98%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−13.88%
−22.98%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.54%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 35% · M 32% · S 29%
L 8% · M 29% · S 55%
Number of Stocks
34
30
Portfolio P/E
25.26
25.07
Top 5 Holdings
Vedanta Aluminium Metal Ltd
Aditya Birla Capital Ltd
Cummins India Ltd
PNB Housing Finance Ltd
Larsen & Toubro Ltd
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
Top Sectors
Financial Services · 34.81%
Metals & Mining · 9.76%
Healthcare · 9.05%
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1.5% / 0% / 0%