Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs CAPITAL MIND-All Weather Equity
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
CAPITAL MIND-All Weather Equity
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.55%
1.61%
6 Months
10.18%
4.03%
1 Year
20.91%
4.49%
3 Years
—
14.35%
5 Years
—
—
Since Inception
11.43%
16.62%
Fund Age
2 yrs 7 mo
4 yrs
AUM
₹1,327.89 Cr
₹303 Cr
Alpha – 1 Year
16.19%
4.92%
Alpha – 3 Years
—
5.78%
Information Ratio – 3 Years
—
1.15
Volatility – 1 Year
20.66%
16.32%
Volatility – 3 Years
—
14.15%
Beta – 1 Year
1.16
0.98
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.77
0.01
Sharpe Ratio – 3 Years
—
0.64
Worst Rolling Year
—
14.36%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−13.88%
−16.17%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.76%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 35% · M 32% · S 29%
—
Number of Stocks
34
—
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
—
Top Sectors
Financial Services · 34.81%
Metals & Mining · 9.76%
Healthcare · 9.05%
—
Fixed Fee
2.50% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
—