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Abakkus Diversified Alpha Approach vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
Kotak India Focus Portfolio - series I
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.55%
2.41%
6 Months
10.18%
2.04%
1 Year
20.91%
13.04%
3 Years
—
15.74%
5 Years
—
14.15%
Since Inception
11.43%
15.13%
Fund Age
2 yrs 7 mo
14 yrs 1 mo
AUM
₹1,327.89 Cr
₹850.7 Cr
Alpha – 1 Year
16.19%
13.39%
Alpha – 3 Years
—
6.74%
Information Ratio – 3 Years
—
1.02
Volatility – 1 Year
20.66%
18.01%
Volatility – 3 Years
—
15.42%
Beta – 1 Year
1.16
1.04
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
0.77
0.48
Sharpe Ratio – 3 Years
—
0.76
Worst Rolling Year
—
-19.06%
Value at Worst Rolling Year
—
₹0.81 Cr
Deepest Drawdown
−13.88%
−15.54%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
—
83.40%
Median Rolling Year
—
18.72%
5-Year Rolling Windows Positive
—
95.45%
Market-Cap Mix
L 35% · M 32% · S 29%
L 53% · M 28% · S 13%
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
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
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%