Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.55%
7.03%
6 Months
10.18%
31.10%
1 Year
20.91%
52.47%
3 Years
—
17.74%
5 Years
—
16.38%
Since Inception
11.43%
15.58%
Fund Age
2 yrs 7 mo
16 yrs 9 mo
AUM
₹1,327.89 Cr
₹132.42 Cr
Alpha – 1 Year
16.19%
47.75%
Alpha – 3 Years
—
5.65%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
20.66%
26.74%
Volatility – 3 Years
—
21.32%
Beta – 1 Year
1.16
1.30
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.77
1.52
Sharpe Ratio – 3 Years
—
0.68
Worst Rolling Year
—
-15.93%
Value at Worst Rolling Year
—
₹0.84 Cr
Deepest Drawdown
−13.88%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
—
89.14%
Median Rolling Year
—
15.32%
5-Year Rolling Windows Positive
—
96.48%
Market-Cap Mix
L 35% · M 32% · S 29%
M 9% · S 83%
Number of Stocks
34
26
Portfolio P/E
25.26
31.63
Top 5 Holdings
Vedanta Aluminium Metal Ltd
Aditya Birla Capital Ltd
Cummins India Ltd
PNB Housing Finance Ltd
Larsen & Toubro Ltd
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Financial Services · 34.81%
Metals & Mining · 9.76%
Healthcare · 9.05%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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% / 0% / 0%