Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Abans Investment - Smart Beta Portfolio
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Abans Investment - Smart Beta Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
5.82%
6 Months
7.53%
7.57%
1 Year
10.69%
24.83%
3 Years
9.96%
11.31%
5 Years
10.97%
11.03%
Since Inception
20.53%
14.72%
Fund Age
14 yrs 7 mo
7 yrs 4 mo
AUM
₹132.39 Cr
₹2.98 Cr
Alpha – 1 Year
5.97%
20.11%
Alpha – 3 Years
−2.13%
−0.77%
Information Ratio – 3 Years
-0.28
-0.21
Volatility – 1 Year
20.88%
23.09%
Volatility – 3 Years
19.08%
22.29%
Beta – 1 Year
1.15
1.17
Beta – 3 Years
1.12
1.15
Sharpe Ratio – 1 Year
0.34
0.85
Sharpe Ratio – 3 Years
0.32
0.40
Worst Rolling Year
-4.87%
5.08%
Value at Worst Rolling Year
₹0.95 Cr
₹1.05 Cr
Deepest Drawdown
−22.42%
−34.65%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
17.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
M 99%
Number of Stocks
23
10
Portfolio P/E
60.38
24.78
Top 5 Holdings
Bajaj Finance Ltd · 7.00%
Piramal Finance Ltd · 7.00%
Shriram Finance Ltd · 7.00%
ICICI Bank Ltd · 6.00%
Apollo Hospitals Enterprise Ltd · 5.00%
National Aluminium Company Ltd · 10.44%
Aditya Birla Capital Ltd · 10.26%
Indian Bank · 10.17%
Glenmark Pharmaceuticals Ltd · 10.05%
Bharat Heavy Electricals Ltd · 10.04%
Top Sectors
—
Financial Services · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%