Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Anand Rathi Advisors - Impress PMS
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Anand Rathi Advisors - Impress PMS
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%
4.97%
6 Months
10.82%
23.68%
1 Year
8.67%
18.36%
3 Years
13.08%
19.56%
5 Years
15.51%
16.83%
Since Inception
26.40%
14.91%
Fund Age
6 yrs
9 yrs 3 mo
AUM
₹5,996.39 Cr
₹884.23 Cr
Alpha – 1 Year
3.95%
13.64%
Alpha – 3 Years
0.99%
7.47%
Information Ratio – 3 Years
0.24
0.73
Volatility – 1 Year
22.00%
27.03%
Volatility – 3 Years
18.61%
23.64%
Beta – 1 Year
1.19
1.39
Beta – 3 Years
1.02
1.25
Sharpe Ratio – 1 Year
0.24
0.55
Sharpe Ratio – 3 Years
0.55
0.71
Worst Rolling Year
12.98%
-7.52%
Value at Worst Rolling Year
₹1.13 Cr
₹0.92 Cr
Deepest Drawdown
−22.98%
−24.68%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
100.00%
91.90%
Median Rolling Year
24.54%
22.43%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
L 14% · M 23% · S 57%
Number of Stocks
30
18
Portfolio P/E
25.07
42.38
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
Cash & Cash Equivalent · 9.65%
Radico Khaitan Ltd · 7.68%
Cemindia Projects Ltd · 7.40%
KEI Industries Ltd · 6.56%
Cholamandalam Investment & Finance Company Ltd · 6.37%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
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%