Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Bonanza - Growth
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Bonanza - Growth
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%
3.68%
6 Months
10.82%
−1.81%
1 Year
8.67%
5.85%
3 Years
13.08%
8.65%
5 Years
15.51%
7.90%
Since Inception
26.40%
16.09%
Fund Age
6 yrs
16 yrs 4 mo
AUM
₹5,996.39 Cr
₹22.08 Cr
Alpha – 1 Year
3.95%
6.20%
Alpha – 3 Years
0.99%
−0.35%
Information Ratio – 3 Years
0.24
0.11
Volatility – 1 Year
22.00%
17.32%
Volatility – 3 Years
18.61%
15.11%
Beta – 1 Year
1.19
0.79
Beta – 3 Years
1.02
0.87
Sharpe Ratio – 1 Year
0.24
0.10
Sharpe Ratio – 3 Years
0.55
0.36
Worst Rolling Year
12.98%
0.88%
Value at Worst Rolling Year
₹1.13 Cr
₹1.01 Cr
Deepest Drawdown
−22.98%
−17.79%
Recovery Period
Not yet recovered
297 days
1-Year Rolling Windows Positive
100.00%
99.98%
Median Rolling Year
24.54%
18.31%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
L 22% · M 16% · S 47%
Number of Stocks
30
37
Portfolio P/E
25.07
45.09
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
Cash & Cash Equivalent · 7.39%
Bharat Heavy Electricals Ltd · 5.26%
Welspun Corp Ltd · 5.07%
Goldiam International Ltd · 5.02%
BSE Ltd · 4.93%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1% / 0% / 0%