Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Anand Rathi Advisors - Alpha 1 Strategy
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Anand Rathi Advisors - Alpha 1 Strategy
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%
2.10%
6 Months
10.82%
7.76%
1 Year
8.67%
8.69%
3 Years
13.08%
14.17%
5 Years
15.51%
—
Since Inception
26.40%
18.23%
Fund Age
6 yrs
3 yrs 4 mo
AUM
₹5,996.39 Cr
₹10.3 Cr
Alpha – 1 Year
3.95%
3.97%
Alpha – 3 Years
0.99%
2.09%
Information Ratio – 3 Years
0.24
1.14
Volatility – 1 Year
22.00%
18.17%
Volatility – 3 Years
18.61%
15.44%
Beta – 1 Year
1.19
1.03
Beta – 3 Years
1.02
0.99
Sharpe Ratio – 1 Year
0.24
0.32
Sharpe Ratio – 3 Years
0.55
0.69
Worst Rolling Year
12.98%
13.56%
Value at Worst Rolling Year
₹1.13 Cr
₹1.14 Cr
Deepest Drawdown
−22.98%
−19.52%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
15.40%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 8% · M 29% · S 55%
—
Number of Stocks
30
15
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
Kotak Multi Cap Fund - Direct (G) · 7.30%
DSP Small Cap Fund - Direct (G) · 6.91%
HDFC Small Cap Fund - Direct (G) · 6.79%
Motilal Oswal Large and Midcap Fund - Dir (G) · 6.78%
HDFC Focused Fund - Direct (G) · 6.75%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
—
Fixed Fee
2.50% / yr
1.10% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%