Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Ckredence-Diversified Fund
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Ckredence-Diversified Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
5.36%
6 Months
10.82%
17.83%
1 Year
8.67%
22.60%
3 Years
13.08%
18.89%
5 Years
15.51%
16.73%
Since Inception
26.40%
18.63%
Fund Age
6 yrs
5 yrs 2 mo
AUM
₹5,996.39 Cr
₹146.97 Cr
Alpha – 1 Year
3.95%
17.88%
Alpha – 3 Years
0.99%
6.80%
Information Ratio – 3 Years
0.24
0.75
Volatility – 1 Year
22.00%
20.18%
Volatility – 3 Years
18.61%
16.94%
Beta – 1 Year
1.19
1.05
Beta – 3 Years
1.02
0.94
Sharpe Ratio – 1 Year
0.24
0.85
Sharpe Ratio – 3 Years
0.55
0.80
Worst Rolling Year
12.98%
15.50%
Value at Worst Rolling Year
₹1.13 Cr
₹1.16 Cr
Deepest Drawdown
−22.98%
−17.05%
Recovery Period
Not yet recovered
199 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
20.61%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
L 20% · M 19% · S 58%
Number of Stocks
30
32
Portfolio P/E
25.07
39.10
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
Laurus Labs Ltd · 11.29%
Cash & Cash Equivalent · 5.57%
Gokaldas Exports Ltd · 5.23%
State Bank of India · 5.00%
Samvardhana Motherson International Ltd · 4.19%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
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%