Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
MOAT - Emerging Moat
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%
2.64%
6 Months
10.82%
5.29%
1 Year
8.67%
2.64%
3 Years
13.08%
8.64%
5 Years
15.51%
—
Since Inception
26.40%
12.31%
Fund Age
6 yrs
3 yrs 11 mo
AUM
₹5,996.39 Cr
₹56.94 Cr
Alpha – 1 Year
3.95%
−2.08%
Alpha – 3 Years
0.99%
−3.45%
Information Ratio – 3 Years
0.24
-0.33
Volatility – 1 Year
22.00%
19.56%
Volatility – 3 Years
18.61%
17.76%
Beta – 1 Year
1.19
1.08
Beta – 3 Years
1.02
1.07
Sharpe Ratio – 1 Year
0.24
-0.05
Sharpe Ratio – 3 Years
0.55
0.31
Worst Rolling Year
12.98%
8.64%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−22.98%
−25.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
14.83%
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
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
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%
0% / 0% / 0%