Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs Axis - Brand Equity PMS
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
Axis - Brand Equity PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.55%
2.39%
6 Months
10.18%
10.60%
1 Year
20.91%
2.51%
3 Years
—
7.68%
5 Years
—
9.38%
Since Inception
11.43%
10.51%
Fund Age
2 yrs 7 mo
9 yrs 6 mo
AUM
₹1,327.89 Cr
₹804.15 Cr
Alpha – 1 Year
16.19%
2.94%
Alpha – 3 Years
—
−0.89%
Information Ratio – 3 Years
—
-0.08
Volatility – 1 Year
20.66%
21.76%
Volatility – 3 Years
—
17.30%
Beta – 1 Year
1.16
1.23
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
0.77
-0.04
Sharpe Ratio – 3 Years
—
0.20
Worst Rolling Year
—
-3.22%
Value at Worst Rolling Year
—
₹0.97 Cr
Deepest Drawdown
−13.88%
−26.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
96.55%
Median Rolling Year
—
12.69%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 35% · M 32% · S 29%
L 26% · M 6% · S 61%
Number of Stocks
34
42
Portfolio P/E
25.26
35.23
Top 5 Holdings
Vedanta Aluminium Metal Ltd
Aditya Birla Capital Ltd
Cummins India Ltd
PNB Housing Finance Ltd
Larsen & Toubro Ltd
Cash & Cash Equivalent · 7.12%
Mahindra & Mahindra Ltd · 5.74%
Eternal Ltd · 4.45%
EPL Ltd · 4.26%
Welspun Corp Ltd · 4.22%
Top Sectors
Financial Services · 34.81%
Metals & Mining · 9.76%
Healthcare · 9.05%
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
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%