Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs Ayan-PriceBridge TM Select Stocks
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
Ayan-PriceBridge TM Select Stocks
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.55%
1.10%
6 Months
10.18%
10.24%
1 Year
20.91%
—
3 Years
—
—
5 Years
—
—
Since Inception
11.43%
20.46%
Fund Age
2 yrs 7 mo
7 mo
AUM
₹1,327.89 Cr
₹13.3 Cr
Alpha – 1 Year
16.19%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.66%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.16
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.77
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.88%
—
Recovery Period
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 21% · M 22% · S 31%
Number of Stocks
34
23
Portfolio P/E
25.26
68.31
Top 5 Holdings
Vedanta Aluminium Metal Ltd
Aditya Birla Capital Ltd
Cummins India Ltd
PNB Housing Finance Ltd
Larsen & Toubro Ltd
ICICI Pru Silver ETF · 11.67%
DSP Gold ETF · 8.38%
Cash & Cash Equivalent · 6.44%
Laurus Labs Ltd · 4.76%
Bajaj Finance Ltd · 4.59%
Top Sectors
Financial Services · 34.81%
Metals & Mining · 9.76%
Healthcare · 9.05%
Others · 20.05%
Capital Goods · 19.61%
Financial Services · 14.59%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%