Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Asit C Mehta - Ace Multi-asset Portfolio
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Asit C Mehta - Ace Multi-asset Portfolio
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%
1.26%
6 Months
10.82%
8.39%
1 Year
8.67%
14.45%
3 Years
13.08%
20.39%
5 Years
15.51%
20.20%
Since Inception
26.40%
16.82%
Fund Age
6 yrs
7 yrs 10 mo
AUM
₹5,996.39 Cr
₹12.77 Cr
Alpha – 1 Year
3.95%
7.59%
Alpha – 3 Years
0.99%
9.35%
Information Ratio – 3 Years
0.24
0.38
Volatility – 1 Year
22.00%
12.27%
Volatility – 3 Years
18.61%
16.07%
Beta – 1 Year
1.19
1.23
Beta – 3 Years
1.02
1.51
Sharpe Ratio – 1 Year
0.24
0.74
Sharpe Ratio – 3 Years
0.55
0.80
Worst Rolling Year
12.98%
6.14%
Value at Worst Rolling Year
₹1.13 Cr
₹1.06 Cr
Deepest Drawdown
−22.98%
−17.38%
Recovery Period
Not yet recovered
243 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
26.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
L 22% · M 19% · S 28%
Number of Stocks
30
23
Portfolio P/E
25.07
26.00
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
Powergrid Infrastructure Investment Trust · 9.16%
BHARAT Bond ETF - April 2033 · 6.41%
Cash & Cash Equivalent · 6.22%
Coal India Ltd · 5.62%
Piramal Pharma Ltd · 5.28%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
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%