Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Nippon - Absolute Freedom - ABS
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%
5.68%
6 Months
10.82%
10.98%
1 Year
8.67%
10.72%
3 Years
13.08%
15.83%
5 Years
15.51%
13.58%
Since Inception
26.40%
14.48%
Fund Age
6 yrs
21 yrs 11 mo
AUM
₹5,996.39 Cr
₹8.51 Cr
Alpha – 1 Year
3.95%
6.00%
Alpha – 3 Years
0.99%
3.74%
Information Ratio – 3 Years
0.24
0.71
Volatility – 1 Year
22.00%
16.38%
Volatility – 3 Years
18.61%
14.45%
Beta – 1 Year
1.19
0.87
Beta – 3 Years
1.02
0.89
Sharpe Ratio – 1 Year
0.24
0.33
Sharpe Ratio – 3 Years
0.55
0.72
Worst Rolling Year
12.98%
-12.28%
Value at Worst Rolling Year
₹1.13 Cr
₹0.88 Cr
Deepest Drawdown
−22.98%
−17.66%
Recovery Period
Not yet recovered
197 days
1-Year Rolling Windows Positive
100.00%
90.88%
Median Rolling Year
24.54%
13.32%
5-Year Rolling Windows Positive
100.00%
98.04%
Market-Cap Mix
L 8% · M 29% · S 55%
L 23% · M 15% · S 43%
Number of Stocks
30
30
Portfolio P/E
25.07
39.84
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
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%