Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Invesco - Challengers
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%
1.41%
6 Months
10.82%
13.18%
1 Year
8.67%
2.91%
3 Years
13.08%
14.27%
5 Years
15.51%
—
Since Inception
26.40%
11.83%
Fund Age
6 yrs
4 yrs 11 mo
AUM
₹5,996.39 Cr
₹31.01 Cr
Alpha – 1 Year
3.95%
−1.81%
Alpha – 3 Years
0.99%
2.18%
Information Ratio – 3 Years
0.24
0.24
Volatility – 1 Year
22.00%
18.67%
Volatility – 3 Years
18.61%
17.11%
Beta – 1 Year
1.19
0.97
Beta – 3 Years
1.02
0.95
Sharpe Ratio – 1 Year
0.24
-0.04
Sharpe Ratio – 3 Years
0.55
0.56
Worst Rolling Year
12.98%
12.64%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−22.98%
−24.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
17.60%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 8% · M 29% · S 55%
L 37% · M 30% · S 33%
Number of Stocks
30
26
Portfolio P/E
25.07
54.84
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
—