Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
SageOne - Core Portfolio
Return for the risk
3 yrs return
20%
25%
30%
35%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.55%
11.42%
6 Months
10.18%
35.03%
1 Year
20.91%
37.21%
3 Years
—
27.05%
5 Years
—
21.76%
Since Inception
11.43%
19.33%
Fund Age
2 yrs 7 mo
6 yrs 10 mo
AUM
₹1,327.89 Cr
₹2,975 Cr
Alpha – 1 Year
16.19%
23.77%
Alpha – 3 Years
—
6.78%
Information Ratio – 3 Years
—
5.24
Volatility – 1 Year
20.66%
18.59%
Volatility – 3 Years
—
19.39%
Beta – 1 Year
1.16
1.23
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
0.77
1.44
Sharpe Ratio – 3 Years
—
0.98
Worst Rolling Year
—
-6.18%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−13.88%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
92.59%
Median Rolling Year
—
23.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 35% · M 32% · S 29%
—
Number of Stocks
34
14
Portfolio P/E
25.26
25.70
Top 5 Holdings
Vedanta Aluminium Metal Ltd
Aditya Birla Capital Ltd
Cummins India Ltd
PNB Housing Finance Ltd
Larsen & Toubro Ltd
—
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%
3% / 2% / 1%