Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Renaissance - Opportunities Portfolio
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%
−0.04%
6 Months
10.82%
0.28%
1 Year
8.67%
2.14%
3 Years
13.08%
10.02%
5 Years
15.51%
13.15%
Since Inception
26.40%
11.46%
Fund Age
6 yrs
8 yrs 7 mo
AUM
₹5,996.39 Cr
₹585.94 Cr
Alpha – 1 Year
3.95%
2.49%
Alpha – 3 Years
0.99%
1.02%
Information Ratio – 3 Years
0.24
0.18
Volatility – 1 Year
22.00%
16.38%
Volatility – 3 Years
18.61%
14.42%
Beta – 1 Year
1.19
1.00
Beta – 3 Years
1.02
0.96
Sharpe Ratio – 1 Year
0.24
-0.13
Sharpe Ratio – 3 Years
0.55
0.38
Worst Rolling Year
12.98%
3.37%
Value at Worst Rolling Year
₹1.13 Cr
₹1.03 Cr
Deepest Drawdown
−22.98%
−17.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
L 65% · M 26% · S 8%
Number of Stocks
30
31
Portfolio P/E
25.07
22.71
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
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%