Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Axis - Core & Satellite PMS
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Axis - Core & Satellite PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
0.11%
6 Months
10.82%
10.76%
1 Year
8.67%
8.14%
3 Years
13.08%
7.76%
5 Years
15.51%
10.03%
Since Inception
26.40%
11.69%
Fund Age
6 yrs
6 yrs 8 mo
AUM
₹5,996.39 Cr
₹87.23 Cr
Alpha – 1 Year
3.95%
8.57%
Alpha – 3 Years
0.99%
−0.81%
Information Ratio – 3 Years
0.24
0.02
Volatility – 1 Year
22.00%
23.09%
Volatility – 3 Years
18.61%
18.26%
Beta – 1 Year
1.19
1.29
Beta – 3 Years
1.02
1.11
Sharpe Ratio – 1 Year
0.24
0.21
Sharpe Ratio – 3 Years
0.55
0.22
Worst Rolling Year
12.98%
6.59%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−22.98%
−25.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
13.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
L 19% · M 1% · S 70%
Number of Stocks
30
41
Portfolio P/E
25.07
25.23
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
3% / 2% / 1%