Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Incred Active Momentum Strategy
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Incred Active Momentum Strategy
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%
2.70%
6 Months
10.82%
4.80%
1 Year
8.67%
0.40%
3 Years
13.08%
—
5 Years
15.51%
—
Since Inception
26.40%
2.40%
Fund Age
6 yrs
17 mo
AUM
₹5,996.39 Cr
₹16.3 Cr
Alpha – 1 Year
3.95%
−2.60%
Alpha – 3 Years
0.99%
—
Information Ratio – 3 Years
0.24
—
Volatility – 1 Year
22.00%
17.55%
Volatility – 3 Years
18.61%
—
Beta – 1 Year
1.19
0.97
Beta – 3 Years
1.02
—
Sharpe Ratio – 1 Year
0.24
-0.19
Sharpe Ratio – 3 Years
0.55
—
Worst Rolling Year
12.98%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−22.98%
−14.81%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
24.54%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 8% · M 29% · S 55%
L 61% · M 36%
Number of Stocks
30
25
Portfolio P/E
25.07
33.22
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
Marico Ltd · 7.29%
Jindal Steel Ltd · 5.98%
JSW Steel Ltd · 5.94%
Bajaj Auto Ltd · 5.88%
Federal Bank Ltd · 5.78%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
—