Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
2.20%
6 Months
10.82%
6.00%
1 Year
8.67%
4.90%
3 Years
13.08%
18.50%
5 Years
15.51%
—
Since Inception
26.40%
16.60%
Fund Age
6 yrs
3 yrs
AUM
₹5,996.39 Cr
₹209.72 Cr
Alpha – 1 Year
3.95%
0.20%
Alpha – 3 Years
0.99%
6.40%
Information Ratio – 3 Years
0.24
1.16
Volatility – 1 Year
22.00%
19.79%
Volatility – 3 Years
18.61%
17.07%
Beta – 1 Year
1.19
1.06
Beta – 3 Years
1.02
1.05
Sharpe Ratio – 1 Year
0.24
0.07
Sharpe Ratio – 3 Years
0.55
0.81
Worst Rolling Year
12.98%
18.52%
Value at Worst Rolling Year
₹1.13 Cr
₹1.19 Cr
Deepest Drawdown
−22.98%
−19.68%
Recovery Period
Not yet recovered
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
18.77%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 8% · M 29% · S 55%
L 67% · M 33%
Number of Stocks
30
24
Portfolio P/E
25.07
40.00
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%