Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Aditya Birla Sun Life (ABSL) - SSP
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Aditya Birla Sun Life (ABSL) - SSP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
0.79%
6 Months
10.82%
10.53%
1 Year
8.67%
15.92%
3 Years
13.08%
22.93%
5 Years
15.51%
18.33%
Since Inception
26.40%
17.15%
Fund Age
6 yrs
16 yrs 10 mo
AUM
₹5,996.39 Cr
₹767.31 Cr
Alpha – 1 Year
3.95%
11.20%
Alpha – 3 Years
0.99%
10.84%
Information Ratio – 3 Years
0.24
1.21
Volatility – 1 Year
22.00%
20.11%
Volatility – 3 Years
18.61%
18.00%
Beta – 1 Year
1.19
1.06
Beta – 3 Years
1.02
1.03
Sharpe Ratio – 1 Year
0.24
0.57
Sharpe Ratio – 3 Years
0.55
0.95
Worst Rolling Year
12.98%
-14.86%
Value at Worst Rolling Year
₹1.13 Cr
₹0.85 Cr
Deepest Drawdown
−22.98%
−20.27%
Recovery Period
Not yet recovered
94 days
1-Year Rolling Windows Positive
100.00%
82.37%
Median Rolling Year
24.54%
23.49%
5-Year Rolling Windows Positive
100.00%
97.90%
Market-Cap Mix
L 8% · M 29% · S 55%
L 23% · M 38% · S 34%
Number of Stocks
30
41
Portfolio P/E
25.07
36.67
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
BSE Ltd · 9.00%
Federal Bank Ltd · 5.53%
Lumax Industries Ltd · 5.48%
Persistent Systems Ltd · 5.29%
Cash & Cash Equivalent · 4.72%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 1% / 0%