Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
3.29%
6 Months
10.82%
14.68%
1 Year
8.67%
11.65%
3 Years
13.08%
7.09%
5 Years
15.51%
8.41%
Since Inception
26.40%
10.45%
Fund Age
6 yrs
10 yrs 5 mo
AUM
₹5,996.39 Cr
₹24.48 Cr
Alpha – 1 Year
3.95%
12.00%
Alpha – 3 Years
0.99%
−1.90%
Information Ratio – 3 Years
0.24
-0.12
Volatility – 1 Year
22.00%
20.48%
Volatility – 3 Years
18.61%
16.32%
Beta – 1 Year
1.19
1.11
Beta – 3 Years
1.02
1.00
Sharpe Ratio – 1 Year
0.24
0.36
Sharpe Ratio – 3 Years
0.55
0.15
Worst Rolling Year
12.98%
-5.06%
Value at Worst Rolling Year
₹1.13 Cr
₹0.95 Cr
Deepest Drawdown
−22.98%
−24.00%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
24.54%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
L 41% · M 5% · S 35%
Number of Stocks
30
31
Portfolio P/E
25.07
28.34
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
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% / – / –