Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs MoneyBee-QUEENBEE
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
MoneyBee-QUEENBEE
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
2.55%
1.65%
6 Months
10.18%
18.05%
1 Year
20.91%
−2.50%
3 Years
—
11.39%
5 Years
—
20.90%
Since Inception
11.43%
19.45%
Fund Age
2 yrs 7 mo
19 yrs 2 mo
AUM
₹1,327.89 Cr
₹108.27 Cr
Alpha – 1 Year
16.19%
−6.26%
Alpha – 3 Years
—
0.49%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.66%
31.36%
Volatility – 3 Years
—
—
Beta – 1 Year
1.16
1.61
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.77
-0.11
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
—
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
Deep Industries Ltd · 24.32%
K.P. Energy Ltd · 14.58%
Suyog Telematics Ltd · 6.69%
Tejas Networks Ltd · 6.15%
Kilburn Engineering Ltd · 5.22%
Top Sectors
Financial Services · 34.81%
Metals & Mining · 9.76%
Healthcare · 9.05%
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%