Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs JM-Apex
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
JM-Apex
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.55%
5.10%
6 Months
10.18%
17.39%
1 Year
20.91%
20.93%
3 Years
—
17.01%
5 Years
—
—
Since Inception
11.43%
19.54%
Fund Age
2 yrs 7 mo
3 yrs 6 mo
AUM
₹1,327.89 Cr
₹615.02 Cr
Alpha – 1 Year
16.19%
16.21%
Alpha – 3 Years
—
4.92%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.66%
19.36%
Volatility – 3 Years
—
18.51%
Beta – 1 Year
1.16
1.01
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.77
0.81
Sharpe Ratio – 3 Years
—
0.72
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.88%
−14.79%
Recovery Period
Not yet recovered
45 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
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
CG Power & Industrial Solutions Ltd · 0.00%
E2E Networks Ltd · 0.00%
Polycab India Ltd · 0.00%
Angel One Ltd · 0.00%
Knowledge Marine & Engineering Works Ltd · 0.00%
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%
3% / 2% / 0%