Alternative Investment Funds (AIF)Compare Schemes
Abakkus Growth Fund - 2 vs Aequitas - Equity Scheme I
Add SchemeGrowth of ₹1 Crore
Abakkus Growth Fund - 2
Aequitas - Equity Scheme I
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.06%
0.42%
6 Months
7.54%
2.63%
1 Year
10.79%
3.23%
3 Years
13.32%
9.96%
5 Years
—
19.65%
Since Inception
15.88%
21.25%
Fund Age
4 yrs 8 mo
7 yrs 4 mo
AUM
₹2,666.69 Cr
₹877.78 Cr
Alpha – 1 Year
9.27%
4.78%
Alpha – 3 Years
3.22%
2.69%
Information Ratio – 3 Years
0.24
0.01
Volatility – 1 Year
21.79%
2.24%
Volatility – 3 Years
17.73%
12.79%
Beta – 1 Year
1.25
0.11
Beta – 3 Years
1.07
0.33
Sharpe Ratio – 1 Year
0.32
-0.98
Sharpe Ratio – 3 Years
0.48
0.37
Worst Rolling Year
13.01%
9.97%
Value at Worst Rolling Year
₹1.13 Cr
₹1.10 Cr
Deepest Drawdown
−23.31%
−13.39%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.20%
35.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 47% · M 25% · S 26%
L 4% · S 26%
Number of Stocks
31
—
Portfolio P/E
23.45
—
Top 5 Holdings
Sun Pharmaceutical Industries Ltd · 5.72%
Oracle Financial Services Software Ltd · 5.23%
IIFL Finance Ltd · 5.12%
Bharti Airtel Ltd · 4.95%
PNB Housing Finance Ltd · 4.89%
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 · 27.71%
Metals & Mining · 11.01%
Healthcare · 9.43%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—