Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.55%
6.23%
6 Months
10.18%
22.18%
1 Year
20.91%
12.29%
3 Years
—
6.28%
5 Years
—
—
Since Inception
11.43%
6.20%
Fund Age
2 yrs 7 mo
3 yrs 4 mo
AUM
₹1,327.89 Cr
₹5.13 Cr
Alpha – 1 Year
16.19%
12.64%
Alpha – 3 Years
—
−2.71%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.66%
22.31%
Volatility – 3 Years
—
—
Beta – 1 Year
1.16
0.71
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.77
0.38
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.88%
—
Recovery Period
Not yet recovered
—
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
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
Welspun Corp Ltd · 3.87%
Acutaas Chemicals Ltd · 3.87%
Lloyds Engineering Works Ltd · 3.87%
Black Box Ltd · 3.87%
Bajaj Consumer Care Ltd · 3.87%
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%
0% / 0% / 0%