Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs Ambit Investment Advisors - Good & Clean
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
Ambit Investment Advisors - Good & Clean
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.55%
4.14%
6 Months
10.18%
12.03%
1 Year
20.91%
22.15%
3 Years
—
14.49%
5 Years
—
12.37%
Since Inception
11.43%
12.90%
Fund Age
2 yrs 7 mo
11 yrs 5 mo
AUM
₹1,327.89 Cr
₹441.87 Cr
Alpha – 1 Year
16.19%
17.43%
Alpha – 3 Years
—
2.40%
Information Ratio – 3 Years
—
0.31
Volatility – 1 Year
20.66%
19.08%
Volatility – 3 Years
—
17.65%
Beta – 1 Year
1.16
1.04
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.77
0.87
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
-0.27%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−13.88%
−20.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
—
99.03%
Median Rolling Year
—
14.69%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 35% · M 32% · S 29%
L 41% · M 34% · S 25%
Number of Stocks
34
29
Portfolio P/E
25.26
31.76
Top 5 Holdings
Vedanta Aluminium Metal Ltd
Aditya Birla Capital Ltd
Cummins India Ltd
PNB Housing Finance Ltd
Larsen & Toubro Ltd
Lupin Ltd · 6.00%
Shriram Finance Ltd · 6.00%
Aegis Logistics Ltd · 5.00%
TVS Motor Company Ltd · 5.00%
Bharat Electronics Ltd · 5.00%
Top Sectors
Financial Services · 34.81%
Metals & Mining · 9.76%
Healthcare · 9.05%
Financial Services · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
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%