Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Samvitti-PMS Aggressive Growth
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%
10.24%
6 Months
10.82%
31.65%
1 Year
8.67%
26.47%
3 Years
13.08%
18.72%
5 Years
15.51%
16.28%
Since Inception
26.40%
14.51%
Fund Age
6 yrs
10 yrs 10 mo
AUM
₹5,996.39 Cr
₹423.36 Cr
Alpha – 1 Year
3.95%
21.75%
Alpha – 3 Years
0.99%
6.63%
Information Ratio – 3 Years
0.24
0.36
Volatility – 1 Year
22.00%
28.25%
Volatility – 3 Years
18.61%
24.90%
Beta – 1 Year
1.19
1.32
Beta – 3 Years
1.02
1.13
Sharpe Ratio – 1 Year
0.24
0.78
Sharpe Ratio – 3 Years
0.55
0.60
Worst Rolling Year
12.98%
-5.98%
Value at Worst Rolling Year
₹1.13 Cr
₹0.94 Cr
Deepest Drawdown
−22.98%
−31.67%
Recovery Period
Not yet recovered
492 days
1-Year Rolling Windows Positive
100.00%
86.69%
Median Rolling Year
24.54%
14.66%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
L 12% · M 6% · S 82%
Number of Stocks
30
62
Portfolio P/E
25.07
61.63
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
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%