Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
Incred-Small & MidCap PMS
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.55%
4.27%
6 Months
10.18%
−8.15%
1 Year
20.91%
−5.39%
3 Years
—
10.81%
5 Years
—
—
Since Inception
11.43%
11.07%
Fund Age
2 yrs 7 mo
5 yrs
AUM
₹1,327.89 Cr
₹121.08 Cr
Alpha – 1 Year
16.19%
−5.32%
Alpha – 3 Years
—
−2.65%
Information Ratio – 3 Years
—
-0.15
Volatility – 1 Year
20.66%
24.51%
Volatility – 3 Years
—
24.85%
Beta – 1 Year
1.16
1.17
Beta – 3 Years
—
1.18
Sharpe Ratio – 1 Year
0.77
-0.34
Sharpe Ratio – 3 Years
—
0.32
Worst Rolling Year
—
9.88%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−13.88%
−34.50%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 35% · M 32% · S 29%
M 20% · S 78%
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
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
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%