Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Renaissance - Indianext Portfolio
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%
2.69%
6 Months
10.82%
5.24%
1 Year
8.67%
2.85%
3 Years
13.08%
13.52%
5 Years
15.51%
17.79%
Since Inception
26.40%
13.89%
Fund Age
6 yrs
8 yrs 4 mo
AUM
₹5,996.39 Cr
₹921.15 Cr
Alpha – 1 Year
3.95%
−1.87%
Alpha – 3 Years
0.99%
1.43%
Information Ratio – 3 Years
0.24
0.23
Volatility – 1 Year
22.00%
18.02%
Volatility – 3 Years
18.61%
16.70%
Beta – 1 Year
1.19
0.99
Beta – 3 Years
1.02
0.99
Sharpe Ratio – 1 Year
0.24
-0.03
Sharpe Ratio – 3 Years
0.55
0.54
Worst Rolling Year
12.98%
-0.29%
Value at Worst Rolling Year
₹1.13 Cr
₹1.00 Cr
Deepest Drawdown
−22.98%
−22.85%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.64%
Median Rolling Year
24.54%
23.46%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
L 34% · M 28% · S 35%
Number of Stocks
30
35
Portfolio P/E
25.07
24.73
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
HDFC Bank Ltd · 7.09%
Federal Bank Ltd · 5.30%
City Union Bank Ltd · 4.71%
One 97 Communications Ltd · 4.56%
Mahindra & Mahindra Financial Services Ltd · 4.47%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1% / 1% / 0%