Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs Alchemy Select Stock
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
Alchemy Select Stock
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.55%
7.30%
6 Months
10.18%
20.36%
1 Year
20.91%
18.14%
3 Years
—
21.64%
5 Years
—
16.27%
Since Inception
11.43%
19.97%
Fund Age
2 yrs 7 mo
17 yrs 8 mo
AUM
₹1,327.89 Cr
₹5,014.26 Cr
Alpha – 1 Year
16.19%
13.42%
Alpha – 3 Years
—
9.55%
Information Ratio – 3 Years
—
0.97
Volatility – 1 Year
20.66%
21.97%
Volatility – 3 Years
—
19.06%
Beta – 1 Year
1.16
1.13
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
0.77
0.62
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
-6.02%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−13.88%
−24.55%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
—
95.34%
Median Rolling Year
—
19.24%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 35% · M 32% · S 29%
L 38% · M 28% · S 30%
Number of Stocks
34
97
Portfolio P/E
25.26
63.07
Top 5 Holdings
Vedanta Aluminium Metal Ltd
Aditya Birla Capital Ltd
Cummins India Ltd
PNB Housing Finance Ltd
Larsen & Toubro Ltd
One 97 Communications Ltd · 8.25%
Multi Commodity Exchange of India Ltd · 7.59%
Bajaj Finance Ltd · 6.77%
Cartrade Tech Ltd · 6.59%
Eternal Ltd · 5.56%
Top Sectors
Financial Services · 34.81%
Metals & Mining · 9.76%
Healthcare · 9.05%
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
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% / 0% / 0%