Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs HDFC - All Cap Portfolio - DPMS
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
HDFC - All Cap Portfolio - DPMS
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%
−1.12%
6 Months
10.82%
−0.35%
1 Year
8.67%
−1.07%
3 Years
13.08%
9.62%
5 Years
15.51%
—
Since Inception
26.40%
13.16%
Fund Age
6 yrs
4 yrs 2 mo
AUM
₹5,996.39 Cr
₹52.82 Cr
Alpha – 1 Year
3.95%
−5.79%
Alpha – 3 Years
0.99%
−2.47%
Information Ratio – 3 Years
0.24
-0.56
Volatility – 1 Year
22.00%
17.26%
Volatility – 3 Years
18.61%
15.97%
Beta – 1 Year
1.19
0.98
Beta – 3 Years
1.02
0.98
Sharpe Ratio – 1 Year
0.24
-0.29
Sharpe Ratio – 3 Years
0.55
0.28
Worst Rolling Year
12.98%
9.59%
Value at Worst Rolling Year
₹1.13 Cr
₹1.10 Cr
Deepest Drawdown
−22.98%
−18.05%
Recovery Period
Not yet recovered
131 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
15.96%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 8% · M 29% · S 55%
—
Number of Stocks
30
—
Portfolio P/E
25.07
—
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
—
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%