Alternative Investment Funds (AIF)Compare Schemes
Abakkus Flexi Edge Fund - 1 vs Aequitas - Equity Scheme I
Add SchemeGrowth of ₹1 Crore
Abakkus Flexi Edge Fund - 1
Aequitas - Equity Scheme I
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.28%
0.42%
6 Months
13.67%
2.63%
1 Year
—
3.23%
3 Years
—
9.96%
5 Years
—
19.65%
Since Inception
18.46%
21.25%
Fund Age
11 mo
7 yrs 4 mo
AUM
₹1,726.21 Cr
₹877.78 Cr
Alpha – 1 Year
—
4.78%
Alpha – 3 Years
—
2.69%
Information Ratio – 3 Years
—
0.01
Volatility – 1 Year
17.46%
2.24%
Volatility – 3 Years
—
12.79%
Beta – 1 Year
—
0.11
Beta – 3 Years
—
0.33
Sharpe Ratio – 1 Year
0.52
-0.98
Sharpe Ratio – 3 Years
—
0.37
Worst Rolling Year
—
9.97%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−10.02%
−13.39%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
35.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 42% · M 15% · S 27%
L 4% · S 26%
Number of Stocks
32
—
Portfolio P/E
26.58
—
Top 5 Holdings
Cash & Cash Equivalent · 16.41%
Oracle Financial Services Software Ltd · 6.33%
SPR Auto Technologies Ltd · 4.67%
Federal Bank Ltd · 3.70%
Cummins India Ltd · 3.66%
Petronet LNG Ltd · 4.48%
HDFC Bank Ltd · 3.72%
Sanghvi Movers Ltd · 2.99%
Technocraft Industries (India) Ltd · 2.74%
JK Paper Ltd · 2.59%
Top Sectors
Financial Services · 28.83%
Capital Goods · 16.29%
Healthcare · 10.98%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—