Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Alchemy Select Stock
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Alchemy Select Stock
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
7.30%
6 Months
10.82%
20.36%
1 Year
8.67%
18.14%
3 Years
13.08%
21.64%
5 Years
15.51%
16.27%
Since Inception
26.40%
19.97%
Fund Age
6 yrs
17 yrs 8 mo
AUM
₹5,996.39 Cr
₹5,014.26 Cr
Alpha – 1 Year
3.95%
13.42%
Alpha – 3 Years
0.99%
9.55%
Information Ratio – 3 Years
0.24
0.97
Volatility – 1 Year
22.00%
21.97%
Volatility – 3 Years
18.61%
19.06%
Beta – 1 Year
1.19
1.13
Beta – 3 Years
1.02
1.07
Sharpe Ratio – 1 Year
0.24
0.62
Sharpe Ratio – 3 Years
0.55
0.85
Worst Rolling Year
12.98%
-6.02%
Value at Worst Rolling Year
₹1.13 Cr
₹0.94 Cr
Deepest Drawdown
−22.98%
−24.55%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
95.34%
Median Rolling Year
24.54%
19.24%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
L 38% · M 28% · S 30%
Number of Stocks
30
97
Portfolio P/E
25.07
63.07
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
One 97 Communications Ltd · 8.25%
Multi Commodity Exchange of India Ltd · 7.59%
Bajaj Finance Ltd · 6.77%
Cartrade Tech Ltd · 6.59%
Eternal Ltd · 5.56%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1% / 0% / 0%