Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs Alpha Alternatives - Systematic Equity
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
Alpha Alternatives - Systematic Equity
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.55%
1.47%
6 Months
10.18%
3.88%
1 Year
20.91%
−7.98%
3 Years
—
11.06%
5 Years
—
10.06%
Since Inception
11.43%
11.56%
Fund Age
2 yrs 7 mo
5 yrs 3 mo
AUM
₹1,327.89 Cr
₹106.37 Cr
Alpha – 1 Year
16.19%
−10.96%
Alpha – 3 Years
—
−0.82%
Information Ratio – 3 Years
—
0.00
Volatility – 1 Year
20.66%
16.00%
Volatility – 3 Years
—
17.59%
Beta – 1 Year
1.16
0.79
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.77
-0.78
Sharpe Ratio – 3 Years
—
0.42
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.88%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
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
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
Top Sectors
Financial Services · 34.81%
Metals & Mining · 9.76%
Healthcare · 9.05%
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1% / 0% / 0%