Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs NMR GROWTH STRATEGY
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
NMR GROWTH STRATEGY
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
2.55%
5.30%
6 Months
10.18%
39.16%
1 Year
20.91%
20.20%
3 Years
—
—
5 Years
—
—
Since Inception
11.43%
17.87%
Fund Age
2 yrs 7 mo
19 mo
AUM
₹1,327.89 Cr
₹82.38 Cr
Alpha – 1 Year
16.19%
15.48%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.66%
34.86%
Volatility – 3 Years
—
—
Beta – 1 Year
1.16
1.65
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.77
0.53
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.88%
−24.64%
Recovery Period
Not yet recovered
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
Sanghvi Movers Ltd · 11.58%
Steel Strips Wheels Ltd · 10.85%
Technocraft Industries (India) Ltd · 9.43%
Garware Hi Tech Films Ltd · 8.37%
Surya Roshni Ltd · 8.12%
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
Variable Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
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