Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs Incred Focused Healthcare Portfolio
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
Incred Focused Healthcare Portfolio
Return for the risk
3 yrs return
25%
30%
35%
40%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.55%
4.05%
6 Months
10.18%
6.73%
1 Year
20.91%
−2.26%
3 Years
—
32.06%
5 Years
—
—
Since Inception
11.43%
37.04%
Fund Age
2 yrs 7 mo
3 yrs
AUM
₹1,327.89 Cr
₹174.65 Cr
Alpha – 1 Year
16.19%
−5.24%
Alpha – 3 Years
—
20.17%
Information Ratio – 3 Years
—
0.81
Volatility – 1 Year
20.66%
26.32%
Volatility – 3 Years
—
22.60%
Beta – 1 Year
1.16
1.14
Beta – 3 Years
—
0.69
Sharpe Ratio – 1 Year
0.77
-0.17
Sharpe Ratio – 3 Years
—
1.11
Worst Rolling Year
—
32.07%
Value at Worst Rolling Year
—
₹1.32 Cr
Deepest Drawdown
−13.88%
−30.55%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
33.22%
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
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 1% / 0%