Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
4.17%
6 Months
10.82%
19.62%
1 Year
8.67%
12.19%
3 Years
13.08%
23.51%
5 Years
15.51%
13.96%
Since Inception
26.40%
23.13%
Fund Age
6 yrs
6 yrs 7 mo
AUM
₹5,996.39 Cr
₹2,332.81 Cr
Alpha – 1 Year
3.95%
9.21%
Alpha – 3 Years
0.99%
11.63%
Information Ratio – 3 Years
0.24
0.83
Volatility – 1 Year
22.00%
26.11%
Volatility – 3 Years
18.61%
21.82%
Beta – 1 Year
1.19
1.32
Beta – 3 Years
1.02
1.14
Sharpe Ratio – 1 Year
0.24
0.33
Sharpe Ratio – 3 Years
0.55
0.83
Worst Rolling Year
12.98%
12.50%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−22.98%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
L 14% · M 33% · S 52%
Number of Stocks
30
33
Portfolio P/E
25.07
52.72
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 0% / 0%