Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Mansi share-seven islands PMS
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Mansi share-seven islands PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.04%
2.10%
6 Months
10.82%
29.13%
1 Year
8.67%
20.96%
3 Years
13.08%
17.22%
5 Years
15.51%
—
Since Inception
26.40%
23.59%
Fund Age
6 yrs
3 yrs 7 mo
AUM
₹5,996.39 Cr
₹147.56 Cr
Alpha – 1 Year
3.95%
16.24%
Alpha – 3 Years
0.99%
5.13%
Information Ratio – 3 Years
0.24
0.33
Volatility – 1 Year
22.00%
30.80%
Volatility – 3 Years
18.61%
25.65%
Beta – 1 Year
1.19
1.54
Beta – 3 Years
1.02
1.41
Sharpe Ratio – 1 Year
0.24
0.58
Sharpe Ratio – 3 Years
0.55
0.54
Worst Rolling Year
12.98%
15.38%
Value at Worst Rolling Year
₹1.13 Cr
₹1.15 Cr
Deepest Drawdown
−22.98%
−28.52%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
21.14%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 8% · M 29% · S 55%
L 63% · M 11% · S 17%
Number of Stocks
30
18
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
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
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%