Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
7.67%
6 Months
10.82%
27.70%
1 Year
8.67%
47.52%
3 Years
13.08%
23.98%
5 Years
15.51%
15.87%
Since Inception
26.40%
18.55%
Fund Age
6 yrs
16 yrs 2 mo
AUM
₹5,996.39 Cr
₹1,022.92 Cr
Alpha – 1 Year
3.95%
42.80%
Alpha – 3 Years
0.99%
11.89%
Information Ratio – 3 Years
0.24
1.12
Volatility – 1 Year
22.00%
28.29%
Volatility – 3 Years
18.61%
20.76%
Beta – 1 Year
1.19
1.36
Beta – 3 Years
1.02
1.07
Sharpe Ratio – 1 Year
0.24
1.33
Sharpe Ratio – 3 Years
0.55
0.99
Worst Rolling Year
12.98%
-4.58%
Value at Worst Rolling Year
₹1.13 Cr
₹0.95 Cr
Deepest Drawdown
−22.98%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
24.54%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
L 22% · M 32% · S 42%
Number of Stocks
30
26
Portfolio P/E
25.07
50.74
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1% / 0% / 0%