Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Accuracap - dynamo
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Accuracap - dynamo
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.46%
5.71%
6 Months
7.53%
27.61%
1 Year
10.69%
16.90%
3 Years
9.96%
25.00%
5 Years
10.97%
21.60%
Since Inception
20.53%
24.00%
Fund Age
14 yrs 7 mo
9 yrs 8 mo
AUM
₹132.39 Cr
₹20.03 Cr
Alpha – 1 Year
5.97%
12.18%
Alpha – 3 Years
−2.13%
12.90%
Information Ratio – 3 Years
-0.28
0.89
Volatility – 1 Year
20.88%
24.67%
Volatility – 3 Years
19.08%
25.07%
Beta – 1 Year
1.15
1.19
Beta – 3 Years
1.12
1.24
Sharpe Ratio – 1 Year
0.34
0.53
Sharpe Ratio – 3 Years
0.32
0.81
Worst Rolling Year
-4.87%
-7.27%
Value at Worst Rolling Year
₹0.95 Cr
₹0.93 Cr
Deepest Drawdown
−22.42%
−21.64%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
96.43%
83.74%
Median Rolling Year
20.05%
28.55%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
M 4% · S 95%
Number of Stocks
23
118
Portfolio P/E
60.38
—
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%
Avalon Technologies Ltd · 3.75%
Syrma SGS Technology Ltd · 3.38%
SML Mahindra Ltd · 3.01%
Acutaas Chemicals Ltd · 2.70%
Privi Speciality Chemicals Ltd · 2.65%
Top Sectors
—
Capital Goods · 31.51%
Healthcare · 15.98%
Financial Services · 14.33%
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% / –