Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs AlphaaMoney Equity+
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
AlphaaMoney Equity+
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%
2.20%
6 Months
10.18%
6.05%
1 Year
20.91%
15.36%
3 Years
—
—
5 Years
—
—
Since Inception
11.43%
17.53%
Fund Age
2 yrs 7 mo
2 yrs 10 mo
AUM
₹1,327.89 Cr
₹1.33 Cr
Alpha – 1 Year
16.19%
15.71%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.66%
15.48%
Volatility – 3 Years
—
—
Beta – 1 Year
1.16
0.83
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.77
0.66
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.88%
−10.68%
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 56% · M 10% · S 0%
Number of Stocks
34
7
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
Motilal Oswal NASDAQ-100 ETF · 23.79%
ICICI Pru Nifty 100 Low Volatility 30 ETF · 19.45%
HDFC NIFTY200 Momentum 30 ETF · 18.81%
Nippon India ETF Nifty 50 BeES · 16.82%
ICICI Pru Gold ETF · 7.83%
Top Sectors
Financial Services · 34.81%
Metals & Mining · 9.76%
Healthcare · 9.05%
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
Fixed Fee
2.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0.75% / 0% / 0%