Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Himalaya - EverFlow India Opportunities
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%
2.85%
6 Months
10.82%
22.81%
1 Year
8.67%
15.74%
3 Years
13.08%
19.34%
5 Years
15.51%
—
Since Inception
26.40%
24.49%
Fund Age
6 yrs
3 yrs 3 mo
AUM
₹5,996.39 Cr
₹446.96 Cr
Alpha – 1 Year
3.95%
11.02%
Alpha – 3 Years
0.99%
7.25%
Information Ratio – 3 Years
0.24
0.86
Volatility – 1 Year
22.00%
23.09%
Volatility – 3 Years
18.61%
17.79%
Beta – 1 Year
1.19
1.11
Beta – 3 Years
1.02
0.93
Sharpe Ratio – 1 Year
0.24
0.51
Sharpe Ratio – 3 Years
0.55
0.79
Worst Rolling Year
12.98%
19.32%
Value at Worst Rolling Year
₹1.13 Cr
₹1.19 Cr
Deepest Drawdown
−22.98%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
21.74%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 8% · M 29% · S 55%
L 19% · S 80%
Number of Stocks
30
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%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
—