Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Kotak Pioneer Model Strategy Aggressive
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Kotak Pioneer Model Strategy Aggressive
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%
1.96%
6 Months
10.82%
−0.83%
1 Year
8.67%
14.95%
3 Years
13.08%
—
5 Years
15.51%
—
Since Inception
26.40%
15.45%
Fund Age
6 yrs
4 yrs 1 mo
AUM
₹5,996.39 Cr
₹67.74 Cr
Alpha – 1 Year
3.95%
8.24%
Alpha – 3 Years
0.99%
—
Information Ratio – 3 Years
0.24
0.30
Volatility – 1 Year
22.00%
16.48%
Volatility – 3 Years
18.61%
12.47%
Beta – 1 Year
1.19
1.58
Beta – 3 Years
1.02
1.45
Sharpe Ratio – 1 Year
0.24
0.60
Sharpe Ratio – 3 Years
0.55
0.77
Worst Rolling Year
12.98%
13.91%
Value at Worst Rolling Year
₹1.13 Cr
₹1.14 Cr
Deepest Drawdown
−22.98%
−14.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
16.42%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 8% · M 29% · S 55%
—
Number of Stocks
30
—
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
HDFC Flexi Cap Fund - Direct (G) · 16.48%
Kotak Flexi Cap Fund - Direct (G) · 13.26%
Kotak Quant Fund - Direct (G) · 12.39%
HDFC Large & Mid Cap Fund - Direct (G) · 9.96%
Kotak Active Momentum Fund - Direct (G) · 9.47%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1% / – / –