Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
3.26%
6 Months
10.82%
4.03%
1 Year
8.67%
0.70%
3 Years
13.08%
10.01%
5 Years
15.51%
8.40%
Since Inception
26.40%
14.84%
Fund Age
6 yrs
7 yrs 10 mo
AUM
₹5,996.39 Cr
₹2,937.84 Cr
Alpha – 1 Year
3.95%
−2.28%
Alpha – 3 Years
0.99%
−1.88%
Information Ratio – 3 Years
0.24
-0.37
Volatility – 1 Year
22.00%
17.90%
Volatility – 3 Years
18.61%
14.65%
Beta – 1 Year
1.19
1.00
Beta – 3 Years
1.02
0.93
Sharpe Ratio – 1 Year
0.24
-0.18
Sharpe Ratio – 3 Years
0.55
0.35
Worst Rolling Year
12.98%
7.25%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−22.98%
−18.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
L 58% · M 15% · S 26%
Number of Stocks
30
71
Portfolio P/E
25.07
31.77
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
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%