Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Ksema - Alpha
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Ksema - Alpha
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%
1.08%
6 Months
10.82%
1.74%
1 Year
8.67%
10.49%
3 Years
13.08%
12.80%
5 Years
15.51%
12.91%
Since Inception
26.40%
15.37%
Fund Age
6 yrs
7 yrs 7 mo
AUM
₹5,996.39 Cr
₹15.96 Cr
Alpha – 1 Year
3.95%
10.84%
Alpha – 3 Years
0.99%
3.80%
Information Ratio – 3 Years
0.24
0.47
Volatility – 1 Year
22.00%
19.22%
Volatility – 3 Years
18.61%
17.53%
Beta – 1 Year
1.19
1.18
Beta – 3 Years
1.02
1.15
Sharpe Ratio – 1 Year
0.24
0.34
Sharpe Ratio – 3 Years
0.55
0.48
Worst Rolling Year
12.98%
12.46%
Value at Worst Rolling Year
₹1.13 Cr
₹1.12 Cr
Deepest Drawdown
−22.98%
−19.38%
Recovery Period
Not yet recovered
275 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
18.63%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
L 64% · M 15% · S 21%
Number of Stocks
30
38
Portfolio P/E
25.07
24.65
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
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% / 1%