Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs Citrus -Index plus Fund
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
Citrus -Index plus Fund
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%
0.83%
6 Months
10.18%
1.03%
1 Year
20.91%
5.08%
3 Years
—
—
5 Years
—
—
Since Inception
11.43%
2.08%
Fund Age
2 yrs 7 mo
2 yrs 3 mo
AUM
₹1,327.89 Cr
₹2.33 Cr
Alpha – 1 Year
16.19%
5.43%
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
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1-Year Rolling Windows Positive
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Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 35% · M 32% · S 29%
L 55% · M 24% · S 14%
Number of Stocks
34
—
Portfolio P/E
25.26
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Top 5 Holdings
Vedanta Aluminium Metal Ltd
Aditya Birla Capital Ltd
Cummins India Ltd
PNB Housing Finance Ltd
Larsen & Toubro Ltd
Nippon India ETF Nifty 50 BeES · 35.21%
Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) · 16.07%
Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) · 10.40%
Nippon India ETF Nifty IT · 6.11%
ICICI Pru Nifty Healthcare ETF · 5.17%
Top Sectors
Financial Services · 34.81%
Metals & Mining · 9.76%
Healthcare · 9.05%
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Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
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