Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Ambit-Alpha Growth
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Ambit-Alpha Growth
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%
−1.10%
6 Months
10.82%
12.88%
1 Year
8.67%
−0.84%
3 Years
13.08%
15.76%
5 Years
15.51%
16.23%
Since Inception
26.40%
21.25%
Fund Age
6 yrs
5 yrs 6 mo
AUM
₹5,996.39 Cr
₹529.7 Cr
Alpha – 1 Year
3.95%
−0.41%
Alpha – 3 Years
0.99%
7.19%
Information Ratio – 3 Years
0.24
0.42
Volatility – 1 Year
22.00%
20.62%
Volatility – 3 Years
18.61%
22.08%
Beta – 1 Year
1.19
0.94
Beta – 3 Years
1.02
0.96
Sharpe Ratio – 1 Year
0.24
-0.21
Sharpe Ratio – 3 Years
0.55
0.56
Worst Rolling Year
12.98%
15.76%
Value at Worst Rolling Year
₹1.13 Cr
₹1.16 Cr
Deepest Drawdown
−22.98%
−33.96%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
29.75%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
L 7% · M 7% · S 82%
Number of Stocks
30
91
Portfolio P/E
25.07
30.00
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
Cash & Cash Equivalent · 4.80%
Senores Pharmaceuticals Ltd · 4.67%
Ujjivan Small Finance Bank Ltd · 3.95%
Supriya Lifescience Ltd · 3.82%
Bajaj Auto Ltd · 3.48%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Financial Services · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%