Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.55%
10.15%
6 Months
10.18%
31.39%
1 Year
20.91%
26.01%
3 Years
—
19.28%
5 Years
—
23.67%
Since Inception
11.43%
28.23%
Fund Age
2 yrs 7 mo
5 yrs 4 mo
AUM
₹1,327.89 Cr
₹483.07 Cr
Alpha – 1 Year
16.19%
21.29%
Alpha – 3 Years
—
7.19%
Information Ratio – 3 Years
—
0.38
Volatility – 1 Year
20.66%
27.77%
Volatility – 3 Years
—
26.19%
Beta – 1 Year
1.16
1.29
Beta – 3 Years
—
1.20
Sharpe Ratio – 1 Year
0.77
0.78
Sharpe Ratio – 3 Years
—
0.61
Worst Rolling Year
—
19.29%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−13.88%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
33.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 35% · M 32% · S 29%
L 12% · M 6% · S 81%
Number of Stocks
34
63
Portfolio P/E
25.26
62.66
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%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%