Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs Anand Rathi Advisors - Decennium Opportunity
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
Anand Rathi Advisors - Decennium Opportunity
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.55%
1.56%
6 Months
10.18%
11.47%
1 Year
20.91%
5.40%
3 Years
—
7.77%
5 Years
—
—
Since Inception
11.43%
9.99%
Fund Age
2 yrs 7 mo
4 yrs 9 mo
AUM
₹1,327.89 Cr
₹144.91 Cr
Alpha – 1 Year
16.19%
0.68%
Alpha – 3 Years
—
−4.32%
Information Ratio – 3 Years
—
0.13
Volatility – 1 Year
20.66%
24.35%
Volatility – 3 Years
—
20.17%
Beta – 1 Year
1.16
1.26
Beta – 3 Years
—
1.11
Sharpe Ratio – 1 Year
0.77
0.11
Sharpe Ratio – 3 Years
—
0.39
Worst Rolling Year
—
7.72%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−13.88%
−31.10%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.92%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 35% · M 32% · S 29%
L 33% · M 4% · S 58%
Number of Stocks
34
15
Portfolio P/E
25.26
50.52
Top 5 Holdings
Vedanta Aluminium Metal Ltd
Aditya Birla Capital Ltd
Cummins India Ltd
PNB Housing Finance Ltd
Larsen & Toubro Ltd
Craftsman Automation Ltd · 8.39%
Syrma SGS Technology Ltd · 8.34%
Polycab India Ltd · 7.32%
Venus Pipes & Tubes Ltd · 7.12%
Caplin Point Laboratories Ltd · 6.39%
Top Sectors
Financial Services · 34.81%
Metals & Mining · 9.76%
Healthcare · 9.05%
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 1% / 0%