Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Anand Rathi Advisors - Decennium Opportunity
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Anand Rathi Advisors - Decennium Opportunity
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
1.56%
6 Months
10.82%
11.47%
1 Year
8.67%
5.40%
3 Years
13.08%
7.77%
5 Years
15.51%
—
Since Inception
26.40%
9.99%
Fund Age
6 yrs
4 yrs 9 mo
AUM
₹5,996.39 Cr
₹144.91 Cr
Alpha – 1 Year
3.95%
0.68%
Alpha – 3 Years
0.99%
−4.32%
Information Ratio – 3 Years
0.24
0.13
Volatility – 1 Year
22.00%
24.35%
Volatility – 3 Years
18.61%
20.17%
Beta – 1 Year
1.19
1.26
Beta – 3 Years
1.02
1.11
Sharpe Ratio – 1 Year
0.24
0.11
Sharpe Ratio – 3 Years
0.55
0.39
Worst Rolling Year
12.98%
7.72%
Value at Worst Rolling Year
₹1.13 Cr
₹1.08 Cr
Deepest Drawdown
−22.98%
−31.10%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
12.92%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 8% · M 29% · S 55%
L 33% · M 4% · S 58%
Number of Stocks
30
15
Portfolio P/E
25.07
50.52
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
Craftsman Automation Ltd · 8.39%
Syrma SGS Technology Ltd · 8.34%
Polycab India Ltd · 7.32%
Venus Pipes & Tubes Ltd · 7.12%
Caplin Point Laboratories Ltd · 6.39%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
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% / 1% / 0%