Alternative Investment Funds (AIF)Compare Schemes
Abakkus Emerging Opportunities Fund-1 vs Incred-Emerging Business Fund
Add SchemeGrowth of ₹1 Crore
Abakkus Emerging Opportunities Fund-1
Incred-Emerging Business Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.22%
7.88%
6 Months
11.36%
11.46%
1 Year
7.23%
2.58%
3 Years
14.59%
12.19%
5 Years
14.62%
—
Since Inception
27.46%
14.67%
Fund Age
7 yrs 1 mo
4 yrs 4 mo
AUM
₹3,193.67 Cr
₹465 Cr
Alpha – 1 Year
5.28%
−0.40%
Alpha – 3 Years
3.93%
0.30%
Information Ratio – 3 Years
—
0.09
Volatility – 1 Year
21.99%
23.22%
Volatility – 3 Years
23.90%
18.88%
Beta – 1 Year
1.18
1.13
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.17
-0.02
Sharpe Ratio – 3 Years
-0.15
0.51
Worst Rolling Year
—
11.07%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−20.78%
−25.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.39%
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 11% · M 21% · S 61%
L 46% · M 24% · S 30%
Number of Stocks
25
27
Portfolio P/E
24.41
37.00
Top 5 Holdings
Cash & Cash Equivalent · 7.14%
Federal Bank Ltd · 6.64%
Dynamatic Technologies Ltd · 6.14%
Carysil Ltd · 5.82%
Sarda Energy & Minerals Ltd · 5.70%
Bajaj Finserv Ltd · 6.85%
Bharti Hexacom Ltd · 6.53%
Bharti Airtel Ltd · 6.31%
Cholamandalam Investment & Finance Company Ltd · 5.55%
Havells India Ltd · 4.95%
Top Sectors
Financial Services · 23.62%
Capital Goods · 17.05%
Metals & Mining · 10.75%
Financial Services · 20.61%
Consumer Services · 17.87%
Telecommunication · 14.48%
Fixed Fee
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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