Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs Ayan-PriceBridge Direct MF
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
Ayan-PriceBridge Direct MF
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.55%
1.86%
6 Months
10.18%
3.14%
1 Year
20.91%
14.41%
3 Years
—
16.50%
5 Years
—
—
Since Inception
11.43%
17.99%
Fund Age
2 yrs 7 mo
3 yrs 2 mo
AUM
₹1,327.89 Cr
₹19.19 Cr
Alpha – 1 Year
16.19%
14.84%
Alpha – 3 Years
—
7.93%
Information Ratio – 3 Years
—
1.26
Volatility – 1 Year
20.66%
16.65%
Volatility – 3 Years
—
14.41%
Beta – 1 Year
1.16
0.95
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
0.77
0.57
Sharpe Ratio – 3 Years
—
0.78
Worst Rolling Year
—
16.17%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−13.88%
−18.49%
Recovery Period
Not yet recovered
257 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.49%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 35% · M 32% · S 29%
L 52% · M 24% · S 17%
Number of Stocks
34
48
Portfolio P/E
25.26
—
Top 5 Holdings
Vedanta Aluminium Metal Ltd
Aditya Birla Capital Ltd
Cummins India Ltd
PNB Housing Finance Ltd
Larsen & Toubro Ltd
DSP Nifty Next 50 Index Fund - Direct (G) · 11.21%
SBI PSU Fund - Direct (G) · 9.19%
ICICI Pru Nifty Bank Index Fund - Direct (G) · 7.02%
Tata Resources & Energy Fund - Direct (G) · 7.01%
DSP Nifty 50 Equal Weight Index Fund - Dir (G) · 6.44%
Top Sectors
Financial Services · 34.81%
Metals & Mining · 9.76%
Healthcare · 9.05%
Financial Services · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
Fixed Fee
2.50% / yr
0.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%