Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Alchemy Alpha 100
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Alchemy Alpha 100
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
0.71%
6 Months
10.82%
0.51%
1 Year
8.67%
12.01%
3 Years
13.08%
12.45%
5 Years
15.51%
—
Since Inception
26.40%
12.40%
Fund Age
6 yrs
3 yrs
AUM
₹5,996.39 Cr
₹22.7 Cr
Alpha – 1 Year
3.95%
12.36%
Alpha – 3 Years
0.99%
3.45%
Information Ratio – 3 Years
0.24
0.50
Volatility – 1 Year
22.00%
19.89%
Volatility – 3 Years
18.61%
17.57%
Beta – 1 Year
1.19
1.18
Beta – 3 Years
1.02
1.20
Sharpe Ratio – 1 Year
0.24
0.40
Sharpe Ratio – 3 Years
0.55
0.46
Worst Rolling Year
12.98%
12.43%
Value at Worst Rolling Year
₹1.13 Cr
₹1.12 Cr
Deepest Drawdown
−22.98%
−26.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
12.71%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 8% · M 29% · S 55%
L 99%
Number of Stocks
30
—
Portfolio P/E
25.07
—
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
Bajaj Finance Ltd · 5.85%
Nestle India Ltd · 5.59%
Shriram Finance Ltd · 5.54%
Apollo Hospitals Enterprise Ltd · 5.53%
Mahindra & Mahindra Ltd · 5.37%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
—