Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs Alchemy Smart Alpha 250
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
Alchemy Smart Alpha 250
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.55%
2.23%
6 Months
10.18%
5.86%
1 Year
20.91%
18.36%
3 Years
—
18.72%
5 Years
—
—
Since Inception
11.43%
18.90%
Fund Age
2 yrs 7 mo
3 yrs
AUM
₹1,327.89 Cr
₹750.57 Cr
Alpha – 1 Year
16.19%
13.64%
Alpha – 3 Years
—
6.63%
Information Ratio – 3 Years
—
0.54
Volatility – 1 Year
20.66%
20.46%
Volatility – 3 Years
—
21.62%
Beta – 1 Year
1.16
1.00
Beta – 3 Years
—
1.18
Sharpe Ratio – 1 Year
0.77
0.66
Sharpe Ratio – 3 Years
—
0.66
Worst Rolling Year
—
18.50%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−13.88%
−29.06%
Recovery Period
Not yet recovered
394 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.09%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 35% · M 32% · S 29%
L 37% · M 53% · S 9%
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
Multi Commodity Exchange of India Ltd · 7.33%
BSE Ltd · 5.86%
National Aluminium Company Ltd · 5.30%
Lloyds Metals & Energy Ltd · 5.06%
Nippon Life India Asset Management Ltd · 4.84%
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%
1% / 0% / 0%