Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Buoyant - Opportunities
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Buoyant - Opportunities
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%
1.73%
6 Months
10.82%
2.87%
1 Year
8.67%
8.13%
3 Years
13.08%
16.18%
5 Years
15.51%
18.39%
Since Inception
26.40%
20.76%
Fund Age
6 yrs
10 yrs
AUM
₹5,996.39 Cr
₹12,257.23 Cr
Alpha – 1 Year
3.95%
5.15%
Alpha – 3 Years
0.99%
4.29%
Information Ratio – 3 Years
0.24
0.41
Volatility – 1 Year
22.00%
17.45%
Volatility – 3 Years
18.61%
14.35%
Beta – 1 Year
1.19
0.98
Beta – 3 Years
1.02
0.87
Sharpe Ratio – 1 Year
0.24
0.22
Sharpe Ratio – 3 Years
0.55
0.68
Worst Rolling Year
12.98%
-5.58%
Value at Worst Rolling Year
₹1.13 Cr
₹0.94 Cr
Deepest Drawdown
−22.98%
−13.15%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
87.09%
Median Rolling Year
24.54%
23.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
L 55% · M 21% · S 12%
Number of Stocks
30
40
Portfolio P/E
25.07
24.82
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
Cash & Cash Equivalent · 7.56%
ICICI Bank Ltd · 7.26%
Axis Bank Ltd · 5.83%
Other Funds · 3.82%
Bharti Airtel Ltd · 3.73%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%