Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
Renaissance - Indianext Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.55%
2.69%
6 Months
10.18%
5.24%
1 Year
20.91%
2.85%
3 Years
—
13.52%
5 Years
—
17.79%
Since Inception
11.43%
13.89%
Fund Age
2 yrs 7 mo
8 yrs 4 mo
AUM
₹1,327.89 Cr
₹921.15 Cr
Alpha – 1 Year
16.19%
−1.87%
Alpha – 3 Years
—
1.43%
Information Ratio – 3 Years
—
0.23
Volatility – 1 Year
20.66%
18.02%
Volatility – 3 Years
—
16.70%
Beta – 1 Year
1.16
0.99
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
0.77
-0.03
Sharpe Ratio – 3 Years
—
0.54
Worst Rolling Year
—
-0.29%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−13.88%
−22.85%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
99.64%
Median Rolling Year
—
23.46%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 35% · M 32% · S 29%
L 34% · M 28% · S 35%
Number of Stocks
34
35
Portfolio P/E
25.26
24.73
Top 5 Holdings
Vedanta Aluminium Metal Ltd
Aditya Birla Capital Ltd
Cummins India Ltd
PNB Housing Finance Ltd
Larsen & Toubro Ltd
HDFC Bank Ltd · 7.09%
Federal Bank Ltd · 5.30%
City Union Bank Ltd · 4.71%
One 97 Communications Ltd · 4.56%
Mahindra & Mahindra Financial Services Ltd · 4.47%
Top Sectors
Financial Services · 34.81%
Metals & Mining · 9.76%
Healthcare · 9.05%
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1% / 1% / 0%