Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs Alphaa MPT Plus Fund
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
Alphaa MPT Plus Fund
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.55%
−0.02%
6 Months
10.18%
3.82%
1 Year
20.91%
5.88%
3 Years
—
—
5 Years
—
—
Since Inception
11.43%
13.46%
Fund Age
2 yrs 7 mo
2 yrs 11 mo
AUM
₹1,327.89 Cr
₹17.93 Cr
Alpha – 1 Year
16.19%
6.23%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
0.93
Volatility – 1 Year
20.66%
18.15%
Volatility – 3 Years
—
15.54%
Beta – 1 Year
1.16
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.77
0.11
Sharpe Ratio – 3 Years
—
0.60
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.88%
−15.91%
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 66% · M 30% · S 4%
Number of Stocks
34
38
Portfolio P/E
25.26
28.05
Top 5 Holdings
Vedanta Aluminium Metal Ltd
Aditya Birla Capital Ltd
Cummins India Ltd
PNB Housing Finance Ltd
Larsen & Toubro Ltd
BSE Ltd · 5.51%
Bajaj Finance Ltd · 4.52%
Manappuram Finance Ltd · 4.34%
Indian Hotels Co Ltd · 4.29%
Coforge Ltd · 4.08%
Top Sectors
Financial Services · 34.81%
Metals & Mining · 9.76%
Healthcare · 9.05%
Financial Services · 41.63%
Information Technology · 8.80%
Oil, Gas & Consumable Fuels · 8.39%
Fixed Fee
2.50% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0.5% / 0% / 0%