Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Pace - Flexi
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Pace - Flexi
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%
0.57%
6 Months
10.82%
3.80%
1 Year
8.67%
20.95%
3 Years
13.08%
16.43%
5 Years
15.51%
15.76%
Since Inception
26.40%
14.79%
Fund Age
6 yrs
5 yrs 8 mo
AUM
₹5,996.39 Cr
₹116.87 Cr
Alpha – 1 Year
3.95%
13.41%
Alpha – 3 Years
0.99%
5.18%
Information Ratio – 3 Years
0.24
0.32
Volatility – 1 Year
22.00%
9.08%
Volatility – 3 Years
18.61%
12.28%
Beta – 1 Year
1.19
0.54
Beta – 3 Years
1.02
0.90
Sharpe Ratio – 1 Year
0.24
1.56
Sharpe Ratio – 3 Years
0.55
0.88
Worst Rolling Year
12.98%
10.68%
Value at Worst Rolling Year
₹1.13 Cr
₹1.11 Cr
Deepest Drawdown
−22.98%
−18.39%
Recovery Period
Not yet recovered
200 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
16.68%
5-Year Rolling Windows Positive
100.00%
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
—
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%
2% / 0% / 0%