Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Equirus Securities - Long Horizon Fund
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Equirus Securities - Long Horizon Fund
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%
5.54%
6 Months
10.82%
29.52%
1 Year
8.67%
27.35%
3 Years
13.08%
14.30%
5 Years
15.51%
12.28%
Since Inception
26.40%
21.22%
Fund Age
6 yrs
9 yrs 10 mo
AUM
₹5,996.39 Cr
₹374.43 Cr
Alpha – 1 Year
3.95%
22.63%
Alpha – 3 Years
0.99%
2.21%
Information Ratio – 3 Years
0.24
0.15
Volatility – 1 Year
22.00%
28.49%
Volatility – 3 Years
18.61%
24.50%
Beta – 1 Year
1.19
1.39
Beta – 3 Years
1.02
1.24
Sharpe Ratio – 1 Year
0.24
0.80
Sharpe Ratio – 3 Years
0.55
0.46
Worst Rolling Year
12.98%
-3.89%
Value at Worst Rolling Year
₹1.13 Cr
₹0.96 Cr
Deepest Drawdown
−22.98%
−30.92%
Recovery Period
Not yet recovered
484 days
1-Year Rolling Windows Positive
100.00%
98.76%
Median Rolling Year
24.54%
18.04%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
M 4% · S 95%
Number of Stocks
30
29
Portfolio P/E
25.07
36.10
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
Thangamayil Jewellery Ltd · 13.33%
United Foodbrands Ltd · 7.09%
Jubilant Ingrevia Ltd · 5.22%
Arman Financial Services Ltd · 5.01%
Rane Holdings Ltd · 4.97%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 1% / 0%