Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs ATLAS - Multicap PMS Fund
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
ATLAS - Multicap PMS Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
3.76%
6 Months
10.82%
11.66%
1 Year
8.67%
12.54%
3 Years
13.08%
11.42%
5 Years
15.51%
—
Since Inception
26.40%
6.78%
Fund Age
6 yrs
4 yrs 10 mo
AUM
₹5,996.39 Cr
₹2.34 Cr
Alpha – 1 Year
3.95%
7.82%
Alpha – 3 Years
0.99%
−0.67%
Information Ratio – 3 Years
0.24
-0.04
Volatility – 1 Year
22.00%
21.44%
Volatility – 3 Years
18.61%
14.93%
Beta – 1 Year
1.19
1.05
Beta – 3 Years
1.02
0.81
Sharpe Ratio – 1 Year
0.24
0.41
Sharpe Ratio – 3 Years
0.55
0.50
Worst Rolling Year
12.98%
3.84%
Value at Worst Rolling Year
₹1.13 Cr
₹1.04 Cr
Deepest Drawdown
−22.98%
−16.40%
Recovery Period
Not yet recovered
37 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
9.56%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 8% · M 29% · S 55%
L 46% · M 22% · S 27%
Number of Stocks
30
19
Portfolio P/E
25.07
29.80
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
HFCL Ltd · 9.71%
Hindalco Industries Ltd · 9.12%
Steel Authority of India Ltd · 9.08%
ACC Ltd · 7.97%
Mahindra & Mahindra Ltd · 7.90%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
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%