Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Right Horizons - India Business Leaders
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%
3.11%
6 Months
10.82%
4.12%
1 Year
8.67%
−0.25%
3 Years
13.08%
10.95%
5 Years
15.51%
10.56%
Since Inception
26.40%
10.62%
Fund Age
6 yrs
13 yrs 8 mo
AUM
₹5,996.39 Cr
₹41.22 Cr
Alpha – 1 Year
3.95%
0.18%
Alpha – 3 Years
0.99%
2.39%
Information Ratio – 3 Years
0.24
0.52
Volatility – 1 Year
22.00%
20.61%
Volatility – 3 Years
18.61%
17.57%
Beta – 1 Year
1.19
1.24
Beta – 3 Years
1.02
1.19
Sharpe Ratio – 1 Year
0.24
-0.18
Sharpe Ratio – 3 Years
0.55
0.46
Worst Rolling Year
12.98%
-10.52%
Value at Worst Rolling Year
₹1.13 Cr
₹0.89 Cr
Deepest Drawdown
−22.98%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
24.54%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 8% · M 29% · S 55%
L 70% · M 29%
Number of Stocks
30
25
Portfolio P/E
25.07
36.71
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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% / 1% / 0%