Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Ckredence-All Weather Fund
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Ckredence-All Weather Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
3.56%
6 Months
10.82%
14.31%
1 Year
8.67%
23.04%
3 Years
13.08%
17.41%
5 Years
15.51%
14.44%
Since Inception
26.40%
16.04%
Fund Age
6 yrs
5 yrs 2 mo
AUM
₹5,996.39 Cr
₹246.55 Cr
Alpha – 1 Year
3.95%
18.32%
Alpha – 3 Years
0.99%
5.32%
Information Ratio – 3 Years
0.24
0.69
Volatility – 1 Year
22.00%
16.66%
Volatility – 3 Years
18.61%
14.65%
Beta – 1 Year
1.19
0.91
Beta – 3 Years
1.02
0.83
Sharpe Ratio – 1 Year
0.24
1.02
Sharpe Ratio – 3 Years
0.55
0.82
Worst Rolling Year
12.98%
13.49%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−22.98%
−17.20%
Recovery Period
Not yet recovered
198 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
L 31% · M 25% · S 41%
Number of Stocks
30
33
Portfolio P/E
25.07
48.70
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
Laurus Labs Ltd · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 1% / 0%