Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs KEDIA - Multi Cap
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
KEDIA - Multi Cap
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%
2.23%
6 Months
10.82%
7.97%
1 Year
8.67%
6.21%
3 Years
13.08%
12.78%
5 Years
15.51%
14.19%
Since Inception
26.40%
16.41%
Fund Age
6 yrs
7 yrs 3 mo
AUM
₹5,996.39 Cr
₹115.97 Cr
Alpha – 1 Year
3.95%
1.49%
Alpha – 3 Years
0.99%
0.69%
Information Ratio – 3 Years
0.24
0.20
Volatility – 1 Year
22.00%
15.75%
Volatility – 3 Years
18.61%
15.69%
Beta – 1 Year
1.19
0.82
Beta – 3 Years
1.02
0.88
Sharpe Ratio – 1 Year
0.24
0.12
Sharpe Ratio – 3 Years
0.55
0.51
Worst Rolling Year
12.98%
11.84%
Value at Worst Rolling Year
₹1.13 Cr
₹1.12 Cr
Deepest Drawdown
−22.98%
−23.37%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
21.02%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
—
Number of Stocks
30
35
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%
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%