Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Aditya Birla Sun Life (ABSL) - Innovation
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Aditya Birla Sun Life (ABSL) - Innovation
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%
−2.26%
6 Months
7.53%
2.99%
1 Year
10.69%
−3.69%
3 Years
9.96%
10.02%
5 Years
10.97%
11.07%
Since Inception
20.53%
15.34%
Fund Age
14 yrs 7 mo
8 yrs 4 mo
AUM
₹132.39 Cr
₹143.52 Cr
Alpha – 1 Year
5.97%
−8.41%
Alpha – 3 Years
−2.13%
−2.07%
Information Ratio – 3 Years
-0.28
-0.34
Volatility – 1 Year
20.88%
19.13%
Volatility – 3 Years
19.08%
16.08%
Beta – 1 Year
1.15
1.05
Beta – 3 Years
1.12
0.98
Sharpe Ratio – 1 Year
0.34
-0.38
Sharpe Ratio – 3 Years
0.32
0.35
Worst Rolling Year
-4.87%
10.02%
Value at Worst Rolling Year
₹0.95 Cr
₹1.10 Cr
Deepest Drawdown
−22.42%
−22.11%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
21.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 50% · M 21% · S 27%
Number of Stocks
23
30
Portfolio P/E
60.38
35.28
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%
Bharti Airtel Ltd · 9.09%
ICICI Bank Ltd · 8.91%
Persistent Systems Ltd · 7.82%
Trent Ltd · 6.92%
Fiem Industries Ltd · 5.76%
Top Sectors
—
Financial Services · 28.99%
Information Technology · 12.38%
Telecommunication · 9.09%
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%