Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
Polaris Human Plus Machine Converged Equity Strategy
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%
9.44%
6 Months
10.18%
2.42%
1 Year
20.91%
1.29%
3 Years
—
—
5 Years
—
—
Since Inception
11.43%
23.68%
Fund Age
2 yrs 7 mo
4 mo
AUM
₹1,327.89 Cr
₹2.91 Cr
Alpha – 1 Year
16.19%
0.33%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.66%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.16
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.77
—
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%
M 5% · S 92%
Number of Stocks
34
29
Portfolio P/E
25.26
67.46
Top 5 Holdings
Vedanta Aluminium Metal Ltd
Aditya Birla Capital Ltd
Cummins India Ltd
PNB Housing Finance Ltd
Larsen & Toubro Ltd
Shilpa Medicare Ltd · 11.42%
Cash & Cash Equivalent · 7.83%
Himadri Speciality Chemical Ltd · 7.42%
Sheela Foam Ltd · 6.84%
Rubicon Research Ltd · 6.78%
Top Sectors
Financial Services · 34.81%
Metals & Mining · 9.76%
Healthcare · 9.05%
Healthcare · 31.15%
Capital Goods · 20.12%
Chemicals · 13.97%
Fixed Fee
2.50% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%