Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs ACE PRO - Galaxy
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
ACE PRO - Galaxy
Return for the risk
3 yrs return
-5%
0%
5%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.55%
−3.12%
6 Months
10.18%
−4.71%
1 Year
20.91%
−3.08%
3 Years
—
0.90%
5 Years
—
2.23%
Since Inception
11.43%
3.05%
Fund Age
2 yrs 7 mo
8 yrs 1 mo
AUM
₹1,327.89 Cr
₹0.38 Cr
Alpha – 1 Year
16.19%
−2.73%
Alpha – 3 Years
—
−8.10%
Information Ratio – 3 Years
—
-0.39
Volatility – 1 Year
20.66%
6.90%
Volatility – 3 Years
—
8.35%
Beta – 1 Year
1.16
0.35
Beta – 3 Years
—
0.40
Sharpe Ratio – 1 Year
0.77
-1.18
Sharpe Ratio – 3 Years
—
-0.31
Worst Rolling Year
—
0.90%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−13.88%
−16.09%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
99.95%
Median Rolling Year
—
7.09%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 35% · M 32% · S 29%
—
Number of Stocks
34
—
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
Aditya Birla SL Liquid Fund - Direct (G) · 39.47%
Lupin Ltd · 22.96%
Other Funds · 15.79%
Godrej Consumer Products Ltd · 7.34%
Gujarat Pipavav Port Ltd · 6.23%
Top Sectors
Financial Services · 34.81%
Metals & Mining · 9.76%
Healthcare · 9.05%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
3% / 2% / 1%