Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs Ambit Investment Advisors - Coffee Can
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
Ambit Investment Advisors - Coffee Can
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.55%
1.07%
6 Months
10.18%
0.22%
1 Year
20.91%
−0.22%
3 Years
—
10.30%
5 Years
—
7.32%
Since Inception
11.43%
13.09%
Fund Age
2 yrs 7 mo
9 yrs 5 mo
AUM
₹1,327.89 Cr
₹1,137.66 Cr
Alpha – 1 Year
16.19%
0.13%
Alpha – 3 Years
—
1.30%
Information Ratio – 3 Years
—
0.24
Volatility – 1 Year
20.66%
15.66%
Volatility – 3 Years
—
13.99%
Beta – 1 Year
1.16
0.91
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.77
-0.28
Sharpe Ratio – 3 Years
—
0.40
Worst Rolling Year
—
-24.48%
Value at Worst Rolling Year
—
₹0.76 Cr
Deepest Drawdown
−13.88%
−68.16%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
99.28%
Median Rolling Year
—
13.45%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 35% · M 32% · S 29%
L 67% · M 13% · S 12%
Number of Stocks
34
25
Portfolio P/E
25.26
36.65
Top 5 Holdings
Vedanta Aluminium Metal Ltd
Aditya Birla Capital Ltd
Cummins India Ltd
PNB Housing Finance Ltd
Larsen & Toubro Ltd
Cash & Cash Equivalent · 10.00%
HDFC Bank Ltd · 9.00%
Eicher Motors Ltd · 7.00%
Eternal Ltd · 7.00%
Bharti Airtel Ltd · 6.00%
Top Sectors
Financial Services · 34.81%
Metals & Mining · 9.76%
Healthcare · 9.05%
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1% / 0% / 0%