Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Solidarity Advisors - Prudence
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%
8.45%
6 Months
10.82%
29.49%
1 Year
8.67%
37.09%
3 Years
13.08%
18.49%
5 Years
15.51%
12.39%
Since Inception
26.40%
18.64%
Fund Age
6 yrs
10 yrs 3 mo
AUM
₹5,996.39 Cr
₹1,760.35 Cr
Alpha – 1 Year
3.95%
32.37%
Alpha – 3 Years
0.99%
6.40%
Information Ratio – 3 Years
0.24
0.52
Volatility – 1 Year
22.00%
25.02%
Volatility – 3 Years
18.61%
18.27%
Beta – 1 Year
1.19
1.22
Beta – 3 Years
1.02
0.89
Sharpe Ratio – 1 Year
0.24
1.18
Sharpe Ratio – 3 Years
0.55
0.74
Worst Rolling Year
12.98%
-0.28%
Value at Worst Rolling Year
₹1.13 Cr
₹1.00 Cr
Deepest Drawdown
−22.98%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
24.54%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
L 11% · S 71%
Number of Stocks
30
13
Portfolio P/E
25.07
41.36
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
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%