Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Alchemy Select Stock
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Alchemy Select Stock
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
7.30%
6 Months
7.53%
20.36%
1 Year
10.69%
18.14%
3 Years
9.96%
21.64%
5 Years
10.97%
16.27%
Since Inception
20.53%
19.97%
Fund Age
14 yrs 7 mo
17 yrs 8 mo
AUM
₹132.39 Cr
₹5,014.26 Cr
Alpha – 1 Year
5.97%
13.42%
Alpha – 3 Years
−2.13%
9.55%
Information Ratio – 3 Years
-0.28
0.97
Volatility – 1 Year
20.88%
21.97%
Volatility – 3 Years
19.08%
19.06%
Beta – 1 Year
1.15
1.13
Beta – 3 Years
1.12
1.07
Sharpe Ratio – 1 Year
0.34
0.62
Sharpe Ratio – 3 Years
0.32
0.85
Worst Rolling Year
-4.87%
-6.02%
Value at Worst Rolling Year
₹0.95 Cr
₹0.94 Cr
Deepest Drawdown
−22.42%
−24.55%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
96.43%
95.34%
Median Rolling Year
20.05%
19.24%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 38% · M 28% · S 30%
Number of Stocks
23
97
Portfolio P/E
60.38
63.07
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%
One 97 Communications Ltd · 8.25%
Multi Commodity Exchange of India Ltd · 7.59%
Bajaj Finance Ltd · 6.77%
Cartrade Tech Ltd · 6.59%
Eternal Ltd · 5.56%
Top Sectors
—
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
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%