Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs Ayan- PriceBridge Samvruddhi
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
Ayan- PriceBridge Samvruddhi
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%
2.26%
6 Months
10.18%
14.94%
1 Year
20.91%
8.00%
3 Years
—
—
5 Years
—
—
Since Inception
11.43%
8.49%
Fund Age
2 yrs 7 mo
14 mo
AUM
₹1,327.89 Cr
₹41.73 Cr
Alpha – 1 Year
16.19%
5.02%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.66%
27.44%
Volatility – 3 Years
—
—
Beta – 1 Year
1.16
1.39
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.77
0.20
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.88%
−15.11%
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%
L 2% · M 1% · S 94%
Number of Stocks
34
49
Portfolio P/E
25.26
37.54
Top 5 Holdings
Vedanta Aluminium Metal Ltd
Aditya Birla Capital Ltd
Cummins India Ltd
PNB Housing Finance Ltd
Larsen & Toubro Ltd
Welspun Corp Ltd · 11.69%
Vedanta Oil and Gas Ltd · 9.44%
Graphite India Ltd · 6.09%
Asian Energy Services Ltd · 5.93%
NBCC (India) Ltd · 5.81%
Top Sectors
Financial Services · 34.81%
Metals & Mining · 9.76%
Healthcare · 9.05%
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
Fixed Fee
2.50% / yr
2.05% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%