Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs ATLAS - Midcap PMS Fund
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
ATLAS - Midcap 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%
−0.22%
6 Months
10.82%
8.59%
1 Year
8.67%
1.40%
3 Years
13.08%
11.84%
5 Years
15.51%
6.21%
Since Inception
26.40%
7.85%
Fund Age
6 yrs
5 yrs 3 mo
AUM
₹5,996.39 Cr
₹3.73 Cr
Alpha – 1 Year
3.95%
−3.32%
Alpha – 3 Years
0.99%
−0.25%
Information Ratio – 3 Years
0.24
0.11
Volatility – 1 Year
22.00%
23.13%
Volatility – 3 Years
18.61%
17.54%
Beta – 1 Year
1.19
1.25
Beta – 3 Years
1.02
0.97
Sharpe Ratio – 1 Year
0.24
-0.06
Sharpe Ratio – 3 Years
0.55
0.45
Worst Rolling Year
12.98%
5.77%
Value at Worst Rolling Year
₹1.13 Cr
₹1.06 Cr
Deepest Drawdown
−22.98%
−23.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
12.08%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
L 3% · M 32% · S 59%
Number of Stocks
30
19
Portfolio P/E
25.07
26.66
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
Godrej Industries Ltd · 10.94%
Steel Authority of India Ltd · 8.51%
EIH Ltd · 8.34%
ACC Ltd · 7.75%
Sagility Ltd · 5.94%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
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%