Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs AlfAccurate Advisors - AAA Budding Beasts
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
AlfAccurate Advisors - AAA Budding Beasts
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%
4.40%
6 Months
10.82%
22.62%
1 Year
8.67%
24.22%
3 Years
13.08%
21.85%
5 Years
15.51%
23.03%
Since Inception
26.40%
26.36%
Fund Age
6 yrs
5 yrs 7 mo
AUM
₹5,996.39 Cr
₹1,251.52 Cr
Alpha – 1 Year
3.95%
19.50%
Alpha – 3 Years
0.99%
9.76%
Information Ratio – 3 Years
0.24
1.14
Volatility – 1 Year
22.00%
21.48%
Volatility – 3 Years
18.61%
19.09%
Beta – 1 Year
1.19
1.12
Beta – 3 Years
1.02
1.08
Sharpe Ratio – 1 Year
0.24
0.87
Sharpe Ratio – 3 Years
0.55
0.92
Worst Rolling Year
12.98%
19.03%
Value at Worst Rolling Year
₹1.13 Cr
₹1.19 Cr
Deepest Drawdown
−22.98%
−23.65%
Recovery Period
Not yet recovered
428 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
25.78%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
L 14% · M 27% · S 55%
Number of Stocks
30
60
Portfolio P/E
25.07
39.40
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
Aditya Infotech Ltd · 4.75%
Timex Group India Ltd · 3.20%
TVS Motor Company Ltd · 3.02%
Shriram Finance Ltd · 3.01%
Senores Pharmaceuticals Ltd · 2.97%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
—
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% / 0% / 0%