Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs Ambit Investment Advisors - Micro Marvels Portfolio
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
Ambit Investment Advisors - Micro Marvels Portfolio
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
2.55%
7.78%
6 Months
10.18%
26.20%
1 Year
20.91%
12.30%
3 Years
—
—
5 Years
—
—
Since Inception
11.43%
−1.57%
Fund Age
2 yrs 7 mo
2 yrs 1 mo
AUM
₹1,327.89 Cr
₹406.83 Cr
Alpha – 1 Year
16.19%
7.58%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.66%
32.79%
Volatility – 3 Years
—
—
Beta – 1 Year
1.16
1.62
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.77
0.30
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.88%
−25.24%
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%
S 99%
Number of Stocks
34
18
Portfolio P/E
25.26
30.55
Top 5 Holdings
Vedanta Aluminium Metal Ltd
Aditya Birla Capital Ltd
Cummins India Ltd
PNB Housing Finance Ltd
Larsen & Toubro Ltd
Thejo Engineering Ltd · 8.00%
Globus Spirits Ltd · 8.00%
Mold-Tek Packaging Ltd · 7.50%
Bajaj Healthcare Ltd · 7.00%
Sanstar Ltd · 6.00%
Top Sectors
Financial Services · 34.81%
Metals & Mining · 9.76%
Healthcare · 9.05%
Capital Goods · 32.00%
Fast Moving Consumer Goods · 19.00%
Chemicals · 13.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
3% / 2% / 1%