Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.04%
10.15%
6 Months
10.82%
31.39%
1 Year
8.67%
26.01%
3 Years
13.08%
19.28%
5 Years
15.51%
23.67%
Since Inception
26.40%
28.23%
Fund Age
6 yrs
5 yrs 4 mo
AUM
₹5,996.39 Cr
₹483.07 Cr
Alpha – 1 Year
3.95%
21.29%
Alpha – 3 Years
0.99%
7.19%
Information Ratio – 3 Years
0.24
0.38
Volatility – 1 Year
22.00%
27.77%
Volatility – 3 Years
18.61%
26.19%
Beta – 1 Year
1.19
1.29
Beta – 3 Years
1.02
1.20
Sharpe Ratio – 1 Year
0.24
0.78
Sharpe Ratio – 3 Years
0.55
0.61
Worst Rolling Year
12.98%
19.29%
Value at Worst Rolling Year
₹1.13 Cr
₹1.19 Cr
Deepest Drawdown
−22.98%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
L 12% · M 6% · S 81%
Number of Stocks
30
63
Portfolio P/E
25.07
62.66
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
—
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%