Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.55%
0.36%
6 Months
10.18%
5.01%
1 Year
20.91%
−5.33%
3 Years
—
1.25%
5 Years
—
−1.56%
Since Inception
11.43%
10.94%
Fund Age
2 yrs 7 mo
6 yrs 11 mo
AUM
₹1,327.89 Cr
₹122.91 Cr
Alpha – 1 Year
16.19%
−8.31%
Alpha – 3 Years
—
−10.64%
Information Ratio – 3 Years
—
-0.98
Volatility – 1 Year
20.66%
16.35%
Volatility – 3 Years
—
16.88%
Beta – 1 Year
1.16
0.87
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
0.77
-0.59
Sharpe Ratio – 3 Years
—
-0.17
Worst Rolling Year
—
-5.79%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−13.88%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
54.01%
Median Rolling Year
—
1.42%
5-Year Rolling Windows Positive
—
83.33%
Market-Cap Mix
L 35% · M 32% · S 29%
M 4% · S 79%
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
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Financial Services · 34.81%
Metals & Mining · 9.76%
Healthcare · 9.05%
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
3% / 2% / 1%