Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.55%
3.10%
6 Months
10.18%
24.70%
1 Year
20.91%
21.80%
3 Years
—
16.46%
5 Years
—
12.29%
Since Inception
11.43%
17.31%
Fund Age
2 yrs 7 mo
7 yrs 2 mo
AUM
₹1,327.89 Cr
₹328.39 Cr
Alpha – 1 Year
16.19%
22.15%
Alpha – 3 Years
—
7.46%
Information Ratio – 3 Years
—
1.55
Volatility – 1 Year
20.66%
22.56%
Volatility – 3 Years
—
18.01%
Beta – 1 Year
1.16
1.10
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
0.77
0.85
Sharpe Ratio – 3 Years
—
1.07
Worst Rolling Year
—
7.49%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−13.88%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 35% · M 32% · S 29%
—
Number of Stocks
34
16
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
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
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%
2% / 1% / 1%