Alternative Investment Funds (AIF)Compare Schemes
Abakkus Diversified Alpha Fund - 2 vs Quest Investment Managers – Smart Alpha Sector Rotation
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Fund - 2
Quest Investment Managers – Smart Alpha Sector Rotation
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.24%
1.75%
6 Months
10.62%
6.35%
1 Year
14.93%
−4.77%
3 Years
—
10.09%
5 Years
—
—
Since Inception
17.55%
11.81%
Fund Age
2 yrs 8 mo
4 yrs 3 mo
AUM
₹2,427.94 Cr
—
Alpha – 1 Year
13.41%
−9.17%
Alpha – 3 Years
—
−1.38%
Information Ratio – 3 Years
—
-0.09
Volatility – 1 Year
21.05%
20.07%
Volatility – 3 Years
—
18.70%
Beta – 1 Year
1.17
1.09
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
0.50
-0.41
Sharpe Ratio – 3 Years
—
0.34
Worst Rolling Year
—
8.04%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−11.46%
−28.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.70%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 45% · M 15% · S 35%
L 37% · M 25% · S 28%
Number of Stocks
36
23
Portfolio P/E
22.84
—
Top 5 Holdings
Aditya Birla Capital Ltd · 5.18%
Vedanta Aluminium Metal Ltd · 4.99%
LESS THAN 1% · 4.96%
Cash & Cash Equivalent · 4.96%
State Bank of India · 4.48%
One 97 Communications Ltd · 8.44%
Coforge Ltd · 7.42%
Vishal Mega Mart Ltd · 6.87%
Piramal Pharma Ltd · 5.90%
UltraTech Cement Ltd · 5.66%
Top Sectors
Financial Services · 33.45%
Metals & Mining · 9.98%
Healthcare · 9.16%
—
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—