Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs Ladderup-Proud PMS
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
Ladderup-Proud PMS
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.55%
1.08%
6 Months
10.18%
7.09%
1 Year
20.91%
−3.99%
3 Years
—
6.36%
5 Years
—
—
Since Inception
11.43%
8.96%
Fund Age
2 yrs 7 mo
3 yrs 3 mo
AUM
₹1,327.89 Cr
₹101.42 Cr
Alpha – 1 Year
16.19%
−8.71%
Alpha – 3 Years
—
−5.73%
Information Ratio – 3 Years
—
-0.76
Volatility – 1 Year
20.66%
21.06%
Volatility – 3 Years
—
16.81%
Beta – 1 Year
1.16
1.13
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.77
-0.35
Sharpe Ratio – 3 Years
—
0.15
Worst Rolling Year
—
5.39%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−13.88%
−25.09%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
7.02%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 35% · M 32% · S 29%
—
Number of Stocks
34
25
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
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%