Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Karvy Capital - Excel
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Karvy Capital - Excel
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
0.53%
6 Months
10.82%
5.22%
1 Year
8.67%
8.94%
3 Years
13.08%
10.33%
5 Years
15.51%
10.77%
Since Inception
26.40%
10.49%
Fund Age
6 yrs
9 yrs 9 mo
AUM
₹5,996.39 Cr
₹67.62 Cr
Alpha – 1 Year
3.95%
−0.44%
Alpha – 3 Years
0.99%
0.76%
Information Ratio – 3 Years
0.24
0.44
Volatility – 1 Year
22.00%
2.31%
Volatility – 3 Years
18.61%
1.38%
Beta – 1 Year
1.19
0.41
Beta – 3 Years
1.02
0.46
Sharpe Ratio – 1 Year
0.24
1.46
Sharpe Ratio – 3 Years
0.55
3.36
Worst Rolling Year
12.98%
9.87%
Value at Worst Rolling Year
₹1.13 Cr
₹1.10 Cr
Deepest Drawdown
−22.98%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
10.78%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
—
Number of Stocks
30
17
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
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Others · 99.75%
Government · 0.23%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
3% / 2% / 1%