Alternative Investment Funds (AIF)Compare Schemes
Abakkus Growth Fund - 2 vs Matterhorn India Fund
Add SchemeGrowth of ₹1 Crore
Abakkus Growth Fund - 2
Matterhorn India Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.06%
3.36%
6 Months
7.54%
10.52%
1 Year
10.79%
4.14%
3 Years
13.32%
—
5 Years
—
—
Since Inception
15.88%
17.49%
Fund Age
4 yrs 8 mo
2 yrs 10 mo
AUM
₹2,666.69 Cr
—
Alpha – 1 Year
9.27%
0.77%
Alpha – 3 Years
3.22%
—
Information Ratio – 3 Years
0.24
—
Volatility – 1 Year
21.79%
25.82%
Volatility – 3 Years
17.73%
—
Beta – 1 Year
1.25
1.40
Beta – 3 Years
1.07
—
Sharpe Ratio – 1 Year
0.32
0.06
Sharpe Ratio – 3 Years
0.48
—
Worst Rolling Year
13.01%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−23.31%
−20.99%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.20%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 47% · M 25% · S 26%
L 0% · M 16% · S 75%
Number of Stocks
31
54
Portfolio P/E
23.45
33.41
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%
Rain Industries Ltd
PDS Ltd
Sona BLW Precision Forgings Ltd
Rategain Travel Technologies Ltd
Ramkrishna Forgings Ltd
Top Sectors
Financial Services · 27.71%
Metals & Mining · 11.01%
Healthcare · 9.43%
Chemicals · 19.01%
Financial Services · 18.90%
Automobile and Auto Components · 10.26%
Fixed Fee
—
—
Performance Fee / Plan
—
15% of profit, above 9%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%