Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Alchemy High Growth
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Alchemy High Growth
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%
4.23%
6 Months
7.53%
0.96%
1 Year
10.69%
14.90%
3 Years
9.96%
14.68%
5 Years
10.97%
10.31%
Since Inception
20.53%
19.96%
Fund Age
14 yrs 7 mo
24 yrs 3 mo
AUM
₹132.39 Cr
₹757.54 Cr
Alpha – 1 Year
5.97%
10.18%
Alpha – 3 Years
−2.13%
2.59%
Information Ratio – 3 Years
-0.28
0.54
Volatility – 1 Year
20.88%
22.77%
Volatility – 3 Years
19.08%
22.88%
Beta – 1 Year
1.15
1.00
Beta – 3 Years
1.12
1.22
Sharpe Ratio – 1 Year
0.34
0.49
Sharpe Ratio – 3 Years
0.32
0.49
Worst Rolling Year
-4.87%
-9.25%
Value at Worst Rolling Year
₹0.95 Cr
₹0.91 Cr
Deepest Drawdown
−22.42%
−36.23%
Recovery Period
Not yet recovered
395 days
1-Year Rolling Windows Positive
96.43%
90.02%
Median Rolling Year
20.05%
15.11%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 47% · M 22% · S 18%
L 41% · M 14% · S 34%
Number of Stocks
23
62
Portfolio P/E
60.38
36.83
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%
Multi Commodity Exchange of India Ltd · 7.33%
BSE Ltd · 5.86%
National Aluminium Company Ltd · 5.30%
Lloyds Metals & Energy Ltd · 5.06%
Nippon Life India Asset Management Ltd · 4.84%
Top Sectors
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Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%