Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Aequitas - India Opportunities Product
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Aequitas - India Opportunities Product
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
5.66%
6 Months
7.53%
−5.56%
1 Year
10.69%
34.70%
3 Years
9.96%
27.41%
5 Years
10.97%
32.51%
Since Inception
20.53%
32.15%
Fund Age
14 yrs 7 mo
13 yrs 6 mo
AUM
₹132.39 Cr
₹2,318.72 Cr
Alpha – 1 Year
5.97%
35.05%
Alpha – 3 Years
−2.13%
18.41%
Information Ratio – 3 Years
-0.28
1.03
Volatility – 1 Year
20.88%
21.67%
Volatility – 3 Years
19.08%
15.53%
Beta – 1 Year
1.15
0.28
Beta – 3 Years
1.12
0.35
Sharpe Ratio – 1 Year
0.34
1.24
Sharpe Ratio – 3 Years
0.32
1.31
Worst Rolling Year
-4.87%
-17.36%
Value at Worst Rolling Year
₹0.95 Cr
₹0.83 Cr
Deepest Drawdown
−22.42%
−21.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
88.36%
Median Rolling Year
20.05%
37.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 4% · M 6% · S 13%
Number of Stocks
23
9
Portfolio P/E
60.38
14.68
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%
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
Top Sectors
—
Financial Services · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%