Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs ATLAS - Debt Equity Hybrid Pms Fund
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
ATLAS - Debt Equity Hybrid Pms Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.55%
−1.41%
6 Months
10.18%
−1.89%
1 Year
20.91%
−1.71%
3 Years
—
14.33%
5 Years
—
13.36%
Since Inception
11.43%
22.84%
Fund Age
2 yrs 7 mo
5 yrs 5 mo
AUM
₹1,327.89 Cr
₹46.26 Cr
Alpha – 1 Year
16.19%
−6.43%
Alpha – 3 Years
—
2.24%
Information Ratio – 3 Years
—
0.22
Volatility – 1 Year
20.66%
19.18%
Volatility – 3 Years
—
17.80%
Beta – 1 Year
1.16
1.02
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
0.77
-0.27
Sharpe Ratio – 3 Years
—
0.55
Worst Rolling Year
—
13.68%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−13.88%
−20.80%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.14%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 35% · M 32% · S 29%
L 69% · M 8% · S 22%
Number of Stocks
34
65
Portfolio P/E
25.26
28.49
Top 5 Holdings
Vedanta Aluminium Metal Ltd
Aditya Birla Capital Ltd
Cummins India Ltd
PNB Housing Finance Ltd
Larsen & Toubro Ltd
Tata Investment Corporation Ltd · 10.26%
Trent Ltd · 6.85%
Titan Company Ltd · 5.27%
ICICI Bank Ltd · 4.18%
Bajaj Finance Ltd · 4.13%
Top Sectors
Financial Services · 34.81%
Metals & Mining · 9.76%
Healthcare · 9.05%
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
3% / 2% / 0%