Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs Accuracap - Alpha 10
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
Accuracap - Alpha 10
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.55%
−0.35%
6 Months
10.18%
5.61%
1 Year
20.91%
10.19%
3 Years
—
9.70%
5 Years
—
7.80%
Since Inception
11.43%
13.10%
Fund Age
2 yrs 7 mo
14 yrs 11 mo
AUM
₹1,327.89 Cr
₹88.88 Cr
Alpha – 1 Year
16.19%
10.54%
Alpha – 3 Years
—
0.70%
Information Ratio – 3 Years
—
0.00
Volatility – 1 Year
20.66%
15.04%
Volatility – 3 Years
—
14.30%
Beta – 1 Year
1.16
0.87
Beta – 3 Years
—
0.96
Sharpe Ratio – 1 Year
0.77
0.37
Sharpe Ratio – 3 Years
—
0.35
Worst Rolling Year
—
4.17%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
−13.88%
−20.16%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.53%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 35% · M 32% · S 29%
L 86% · M 13% · S 0%
Number of Stocks
34
37
Portfolio P/E
25.26
—
Top 5 Holdings
Vedanta Aluminium Metal Ltd
Aditya Birla Capital Ltd
Cummins India Ltd
PNB Housing Finance Ltd
Larsen & Toubro Ltd
Hitachi Energy India Ltd · 6.56%
TVS Motor Company Ltd · 6.27%
Apollo Hospitals Enterprise Ltd · 6.21%
Hindalco Industries Ltd · 5.96%
Polycab India Ltd · 5.90%
Top Sectors
Financial Services · 34.81%
Metals & Mining · 9.76%
Healthcare · 9.05%
Financial Services · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 1% / 0%