Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs ACE PRO - Galaxy
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
ACE PRO - Galaxy
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
−3.12%
6 Months
7.53%
−4.71%
1 Year
10.69%
−3.08%
3 Years
9.96%
0.90%
5 Years
10.97%
2.23%
Since Inception
20.53%
3.05%
Fund Age
14 yrs 7 mo
8 yrs 1 mo
AUM
₹132.39 Cr
₹0.38 Cr
Alpha – 1 Year
5.97%
−2.73%
Alpha – 3 Years
−2.13%
−8.10%
Information Ratio – 3 Years
-0.28
-0.39
Volatility – 1 Year
20.88%
6.90%
Volatility – 3 Years
19.08%
8.35%
Beta – 1 Year
1.15
0.35
Beta – 3 Years
1.12
0.40
Sharpe Ratio – 1 Year
0.34
-1.18
Sharpe Ratio – 3 Years
0.32
-0.31
Worst Rolling Year
-4.87%
0.90%
Value at Worst Rolling Year
₹0.95 Cr
₹1.01 Cr
Deepest Drawdown
−22.42%
−16.09%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
99.95%
Median Rolling Year
20.05%
7.09%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
—
Number of Stocks
23
—
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%
Aditya Birla SL Liquid Fund - Direct (G) · 39.47%
Lupin Ltd · 22.96%
Other Funds · 15.79%
Godrej Consumer Products Ltd · 7.34%
Gujarat Pipavav Port Ltd · 6.23%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%