Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.04%
6.38%
6 Months
10.82%
30.29%
1 Year
8.67%
21.45%
3 Years
13.08%
18.94%
5 Years
15.51%
—
Since Inception
26.40%
23.25%
Fund Age
6 yrs
3 yrs 1 mo
AUM
₹5,996.39 Cr
₹185.04 Cr
Alpha – 1 Year
3.95%
16.73%
Alpha – 3 Years
0.99%
6.85%
Information Ratio – 3 Years
0.24
0.59
Volatility – 1 Year
22.00%
29.11%
Volatility – 3 Years
18.61%
25.42%
Beta – 1 Year
1.19
1.26
Beta – 3 Years
1.02
1.13
Sharpe Ratio – 1 Year
0.24
0.62
Sharpe Ratio – 3 Years
0.55
0.60
Worst Rolling Year
12.98%
18.95%
Value at Worst Rolling Year
₹1.13 Cr
₹1.19 Cr
Deepest Drawdown
−22.98%
−27.74%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
20.62%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 8% · M 29% · S 55%
—
Number of Stocks
30
40
Portfolio P/E
25.07
39.98
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
3% / 2% / 1%