Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
0.50%
6 Months
10.82%
2.02%
1 Year
8.67%
0.60%
3 Years
13.08%
8.21%
5 Years
15.51%
5.75%
Since Inception
26.40%
9.73%
Fund Age
6 yrs
6 yrs
AUM
₹5,996.39 Cr
₹128.19 Cr
Alpha – 1 Year
3.95%
1.03%
Alpha – 3 Years
0.99%
−0.36%
Information Ratio – 3 Years
0.24
0.12
Volatility – 1 Year
22.00%
19.24%
Volatility – 3 Years
18.61%
14.76%
Beta – 1 Year
1.19
1.13
Beta – 3 Years
1.02
0.95
Sharpe Ratio – 1 Year
0.24
-0.16
Sharpe Ratio – 3 Years
0.55
0.24
Worst Rolling Year
12.98%
0.20%
Value at Worst Rolling Year
₹1.13 Cr
₹1.00 Cr
Deepest Drawdown
−22.98%
−18.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.09%
Median Rolling Year
24.54%
8.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
L 47% · M 42% · S 11%
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
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
—
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% / 0% / 0%