Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Magadh - Future Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
3.10%
6 Months
10.82%
4.24%
1 Year
8.67%
17.00%
3 Years
13.08%
21.79%
5 Years
15.51%
20.77%
Since Inception
26.40%
20.65%
Fund Age
6 yrs
5 yrs
AUM
₹5,996.39 Cr
₹88.27 Cr
Alpha – 1 Year
3.95%
12.28%
Alpha – 3 Years
0.99%
9.70%
Information Ratio – 3 Years
0.24
1.38
Volatility – 1 Year
22.00%
20.96%
Volatility – 3 Years
18.61%
18.52%
Beta – 1 Year
1.19
1.12
Beta – 3 Years
1.02
1.04
Sharpe Ratio – 1 Year
0.24
0.60
Sharpe Ratio – 3 Years
0.55
1.04
Worst Rolling Year
12.98%
21.72%
Value at Worst Rolling Year
₹1.13 Cr
₹1.22 Cr
Deepest Drawdown
−22.98%
−18.76%
Recovery Period
Not yet recovered
428 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
30.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
L 19% · M 45% · S 35%
Number of Stocks
30
25
Portfolio P/E
25.07
27.45
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
Laurus Labs Ltd · 10.50%
V2 Retail Ltd · 9.50%
Bank of Maharashtra · 9.16%
Eternal Ltd · 8.75%
Bank of India · 8.20%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0.5% / 0% / 0%