Alternative Investment Funds (AIF)Compare Schemes
Abakkus Diversified Alpha Fund vs SageOne - Flagship Growth OE Fund
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Fund
SageOne - Flagship Growth OE Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.02%
−0.30%
6 Months
10.98%
10.30%
1 Year
13.02%
15.90%
3 Years
19.66%
—
5 Years
—
—
Since Inception
20.01%
7.00%
Fund Age
3 yrs 7 mo
1 yr 10 mo
AUM
₹2,872.26 Cr
₹1,732 Cr
Alpha – 1 Year
11.50%
12.90%
Alpha – 3 Years
9.56%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.45%
22.29%
Volatility – 3 Years
20.58%
—
Beta – 1 Year
1.23
1.39
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.42
0.56
Sharpe Ratio – 3 Years
0.22
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.48%
−11.45%
Recovery Period
61 days
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 43% · M 21% · S 32%
L 2% · M 6% · S 76%
Number of Stocks
32
51
Portfolio P/E
23.83
47.40
Top 5 Holdings
LESS THAN 1% · 5.88%
Cummins India Ltd · 5.38%
Vedanta Aluminium Metal Ltd · 5.22%
Aditya Birla Capital Ltd · 4.61%
Mahindra & Mahindra Ltd · 4.48%
APL Apollo Tubes Ltd · 0.00%
Goodluck India Ltd · 0.00%
Goodluck India Ltd · 0.00%
SG Mart Ltd · 0.00%
Allied Blenders & Distillers Ltd · 0.00%
Top Sectors
Financial Services · 31.08%
Capital Goods · 14.33%
Healthcare · 13.34%
Consumption · 12.00%
Building Materials · 10.00%
Finance · 8.00%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%