Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs IFM Largecap Fund
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
IFM Largecap Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.55%
−0.16%
6 Months
10.18%
−3.46%
1 Year
20.91%
−0.34%
3 Years
—
—
5 Years
—
—
Since Inception
11.43%
−3.49%
Fund Age
2 yrs 7 mo
14 mo
AUM
₹1,327.89 Cr
₹116.7 Cr
Alpha – 1 Year
16.19%
0.01%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.66%
17.33%
Volatility – 3 Years
—
—
Beta – 1 Year
1.16
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.77
-0.24
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.88%
−16.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 35% · M 32% · S 29%
L 83% · M 6% · S 9%
Number of Stocks
34
26
Portfolio P/E
25.26
24.23
Top 5 Holdings
Vedanta Aluminium Metal Ltd
Aditya Birla Capital Ltd
Cummins India Ltd
PNB Housing Finance Ltd
Larsen & Toubro Ltd
ICICI Bank Ltd · 11.42%
HDFC Bank Ltd · 9.79%
Reliance Industries Ltd · 8.22%
Infosys Ltd · 6.55%
Bharti Airtel Ltd · 5.79%
Top Sectors
Financial Services · 34.81%
Metals & Mining · 9.76%
Healthcare · 9.05%
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Fixed Fee
2.50% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
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