Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs Alphaa Better Risk Reward 30 stocks
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
Alphaa Better Risk Reward 30 stocks
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.55%
−1.54%
6 Months
10.18%
−5.38%
1 Year
20.91%
−6.70%
3 Years
—
7.98%
5 Years
—
—
Since Inception
11.43%
7.98%
Fund Age
2 yrs 7 mo
2 yrs 11 mo
AUM
₹1,327.89 Cr
₹7.31 Cr
Alpha – 1 Year
16.19%
−6.35%
Alpha – 3 Years
—
−1.02%
Information Ratio – 3 Years
—
-0.08
Volatility – 1 Year
20.66%
17.44%
Volatility – 3 Years
—
15.65%
Beta – 1 Year
1.16
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.77
-0.61
Sharpe Ratio – 3 Years
—
0.22
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.88%
−21.15%
Recovery Period
Not yet recovered
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%
L 61% · M 26% · S 9%
Number of Stocks
34
66
Portfolio P/E
25.26
27.03
Top 5 Holdings
Vedanta Aluminium Metal Ltd
Aditya Birla Capital Ltd
Cummins India Ltd
PNB Housing Finance Ltd
Larsen & Toubro Ltd
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
Top Sectors
Financial Services · 34.81%
Metals & Mining · 9.76%
Healthcare · 9.05%
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1.5% / 0% / 0%