Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs Alchemy Alpha 100
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
Alchemy Alpha 100
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.55%
0.71%
6 Months
10.18%
0.51%
1 Year
20.91%
12.01%
3 Years
—
12.45%
5 Years
—
—
Since Inception
11.43%
12.40%
Fund Age
2 yrs 7 mo
3 yrs
AUM
₹1,327.89 Cr
₹22.7 Cr
Alpha – 1 Year
16.19%
12.36%
Alpha – 3 Years
—
3.45%
Information Ratio – 3 Years
—
0.50
Volatility – 1 Year
20.66%
19.89%
Volatility – 3 Years
—
17.57%
Beta – 1 Year
1.16
1.18
Beta – 3 Years
—
1.20
Sharpe Ratio – 1 Year
0.77
0.40
Sharpe Ratio – 3 Years
—
0.46
Worst Rolling Year
—
12.43%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−13.88%
−26.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.71%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 35% · M 32% · S 29%
L 99%
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
Bajaj Finance Ltd · 5.85%
Nestle India Ltd · 5.59%
Shriram Finance Ltd · 5.54%
Apollo Hospitals Enterprise Ltd · 5.53%
Mahindra & Mahindra Ltd · 5.37%
Top Sectors
Financial Services · 34.81%
Metals & Mining · 9.76%
Healthcare · 9.05%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
—