Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
20%
25%
30%
35%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.55%
0.30%
6 Months
10.18%
26.99%
1 Year
20.91%
26.29%
3 Years
—
27.01%
5 Years
—
—
Since Inception
11.43%
35.84%
Fund Age
2 yrs 7 mo
4 yrs 3 mo
AUM
₹1,327.89 Cr
₹521.91 Cr
Alpha – 1 Year
16.19%
28.33%
Alpha – 3 Years
—
20.36%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.66%
31.27%
Volatility – 3 Years
—
25.96%
Beta – 1 Year
1.16
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.77
0.72
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
27.02%
Value at Worst Rolling Year
—
₹1.27 Cr
Deepest Drawdown
−13.88%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
36.88%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 35% · M 32% · S 29%
—
Number of Stocks
34
49
Portfolio P/E
25.26
21.17
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
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
—