Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs Ksema - Multicap
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
Ksema - Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.55%
0.82%
6 Months
10.18%
2.65%
1 Year
20.91%
10.76%
3 Years
—
12.77%
5 Years
—
14.58%
Since Inception
11.43%
17.50%
Fund Age
2 yrs 7 mo
7 yrs 7 mo
AUM
₹1,327.89 Cr
₹83.87 Cr
Alpha – 1 Year
16.19%
11.11%
Alpha – 3 Years
—
3.77%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
20.66%
18.53%
Volatility – 3 Years
—
17.03%
Beta – 1 Year
1.16
1.11
Beta – 3 Years
—
1.11
Sharpe Ratio – 1 Year
0.77
0.36
Sharpe Ratio – 3 Years
—
0.48
Worst Rolling Year
—
12.58%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−13.88%
−20.55%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.28%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 35% · M 32% · S 29%
L 54% · M 18% · S 28%
Number of Stocks
34
51
Portfolio P/E
25.26
23.77
Top 5 Holdings
Vedanta Aluminium Metal Ltd
Aditya Birla Capital Ltd
Cummins India Ltd
PNB Housing Finance Ltd
Larsen & Toubro Ltd
ICICI Bank Ltd · 6.61%
State Bank of India · 5.04%
Reliance Industries Ltd · 5.03%
HDFC Bank Ltd · 4.64%
Larsen & Toubro Ltd · 4.21%
Top Sectors
Financial Services · 34.81%
Metals & Mining · 9.76%
Healthcare · 9.05%
Financial Services · 29.38%
Capital Goods · 20.74%
Automobile and Auto Components · 12.58%
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% / 1%