Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Axis Kaizen Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
−2.57%
6 Months
10.82%
25.88%
1 Year
8.67%
19.47%
3 Years
13.08%
25.74%
5 Years
15.51%
—
Since Inception
26.40%
23.24%
Fund Age
6 yrs
3 yrs 1 mo
AUM
₹5,996.39 Cr
₹507.13 Cr
Alpha – 1 Year
3.95%
16.49%
Alpha – 3 Years
0.99%
13.85%
Information Ratio – 3 Years
0.24
0.94
Volatility – 1 Year
22.00%
20.27%
Volatility – 3 Years
18.61%
18.08%
Beta – 1 Year
1.19
0.86
Beta – 3 Years
1.02
0.86
Sharpe Ratio – 1 Year
0.24
0.71
Sharpe Ratio – 3 Years
0.55
1.07
Worst Rolling Year
12.98%
22.47%
Value at Worst Rolling Year
₹1.13 Cr
₹1.22 Cr
Deepest Drawdown
−22.98%
−21.35%
Recovery Period
Not yet recovered
427 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
24.46%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 8% · M 29% · S 55%
L 10% · M 12% · S 65%
Number of Stocks
30
20
Portfolio P/E
25.07
45.78
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
Sansera Engineering Ltd · 12.99%
Cash & Cash Equivalent · 12.71%
Acutaas Chemicals Ltd · 10.86%
UltraTech Cement Ltd · 7.45%
Syrma SGS Technology Ltd · 5.58%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
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%