Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs ATLAS - Debt Equity Hybrid Pms Fund
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
ATLAS - Debt Equity Hybrid Pms Fund
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%
−1.41%
6 Months
10.82%
−1.89%
1 Year
8.67%
−1.71%
3 Years
13.08%
14.33%
5 Years
15.51%
13.36%
Since Inception
26.40%
22.84%
Fund Age
6 yrs
5 yrs 5 mo
AUM
₹5,996.39 Cr
₹46.26 Cr
Alpha – 1 Year
3.95%
−6.43%
Alpha – 3 Years
0.99%
2.24%
Information Ratio – 3 Years
0.24
0.22
Volatility – 1 Year
22.00%
19.18%
Volatility – 3 Years
18.61%
17.80%
Beta – 1 Year
1.19
1.02
Beta – 3 Years
1.02
1.04
Sharpe Ratio – 1 Year
0.24
-0.27
Sharpe Ratio – 3 Years
0.55
0.55
Worst Rolling Year
12.98%
13.68%
Value at Worst Rolling Year
₹1.13 Cr
₹1.14 Cr
Deepest Drawdown
−22.98%
−20.80%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
21.14%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
L 69% · M 8% · S 22%
Number of Stocks
30
65
Portfolio P/E
25.07
28.49
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
Tata Investment Corporation Ltd · 10.26%
Trent Ltd · 6.85%
Titan Company Ltd · 5.27%
ICICI Bank Ltd · 4.18%
Bajaj Finance Ltd · 4.13%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
3% / 2% / 0%