Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs AlfAccurate Advisors - AAA Budding Beasts
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
AlfAccurate Advisors - AAA Budding Beasts
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.55%
4.40%
6 Months
10.18%
22.62%
1 Year
20.91%
24.22%
3 Years
—
21.85%
5 Years
—
23.03%
Since Inception
11.43%
26.36%
Fund Age
2 yrs 7 mo
5 yrs 7 mo
AUM
₹1,327.89 Cr
₹1,251.52 Cr
Alpha – 1 Year
16.19%
19.50%
Alpha – 3 Years
—
9.76%
Information Ratio – 3 Years
—
1.14
Volatility – 1 Year
20.66%
21.48%
Volatility – 3 Years
—
19.09%
Beta – 1 Year
1.16
1.12
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
0.77
0.87
Sharpe Ratio – 3 Years
—
0.92
Worst Rolling Year
—
19.03%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−13.88%
−23.65%
Recovery Period
Not yet recovered
428 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.78%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 35% · M 32% · S 29%
L 14% · M 27% · S 55%
Number of Stocks
34
60
Portfolio P/E
25.26
39.40
Top 5 Holdings
Vedanta Aluminium Metal Ltd
Aditya Birla Capital Ltd
Cummins India Ltd
PNB Housing Finance Ltd
Larsen & Toubro Ltd
Aditya Infotech Ltd · 4.75%
Timex Group India Ltd · 3.20%
TVS Motor Company Ltd · 3.02%
Shriram Finance Ltd · 3.01%
Senores Pharmaceuticals Ltd · 2.97%
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%
2% / 0% / 0%