Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
JM Financial - India Resurgent
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
4.15%
6 Months
10.82%
18.21%
1 Year
8.67%
19.11%
3 Years
13.08%
23.58%
5 Years
15.51%
18.40%
Since Inception
26.40%
13.93%
Fund Age
6 yrs
11 yrs 4 mo
AUM
₹5,996.39 Cr
₹13.37 Cr
Alpha – 1 Year
3.95%
16.13%
Alpha – 3 Years
0.99%
11.69%
Information Ratio – 3 Years
0.24
1.24
Volatility – 1 Year
22.00%
18.18%
Volatility – 3 Years
18.61%
17.99%
Beta – 1 Year
1.19
0.94
Beta – 3 Years
1.02
1.01
Sharpe Ratio – 1 Year
0.24
0.75
Sharpe Ratio – 3 Years
0.55
0.97
Worst Rolling Year
12.98%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−22.98%
−20.05%
Recovery Period
Not yet recovered
162 days
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 27% · M 15% · S 55%
Number of Stocks
30
32
Portfolio P/E
25.07
41.94
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
3% / 2% / 0%