Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Profusion Multi Strategy PMS
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Profusion Multi Strategy PMS
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%
0.32%
6 Months
10.82%
4.47%
1 Year
8.67%
−9.70%
3 Years
13.08%
—
5 Years
15.51%
—
Since Inception
26.40%
13.40%
Fund Age
6 yrs
2 yrs 8 mo
AUM
₹5,996.39 Cr
₹11.72 Cr
Alpha – 1 Year
3.95%
−4.20%
Alpha – 3 Years
0.99%
—
Information Ratio – 3 Years
0.24
—
Volatility – 1 Year
22.00%
9.16%
Volatility – 3 Years
18.61%
—
Beta – 1 Year
1.19
0.51
Beta – 3 Years
1.02
—
Sharpe Ratio – 1 Year
0.24
-1.67
Sharpe Ratio – 3 Years
0.55
—
Worst Rolling Year
12.98%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−22.98%
−14.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
24.54%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 8% · M 29% · S 55%
L 17% · M 21% · S 9%
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
Grasim Industries Ltd · 5.70%
Karnataka Bank Ltd · 4.60%
Mahindra & Mahindra Ltd · 4.50%
Piramal Enterprises Limited · 3.80%
Karur Vysya Bank Ltd · 3.80%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Financial Services · 14.50%
Construction Materials · 7.40%
Automobile and Auto Components · 4.50%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%