Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs AlfAccurate Advisors - AAA IOP
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
AlfAccurate Advisors - AAA IOP
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%
2.31%
6 Months
7.53%
5.51%
1 Year
10.69%
6.39%
3 Years
9.96%
13.57%
5 Years
10.97%
12.29%
Since Inception
20.53%
17.45%
Fund Age
14 yrs 7 mo
16 yrs 9 mo
AUM
₹132.39 Cr
₹2,223.2 Cr
Alpha – 1 Year
5.97%
1.67%
Alpha – 3 Years
−2.13%
1.48%
Information Ratio – 3 Years
-0.28
0.57
Volatility – 1 Year
20.88%
18.05%
Volatility – 3 Years
19.08%
15.15%
Beta – 1 Year
1.15
1.02
Beta – 3 Years
1.12
0.96
Sharpe Ratio – 1 Year
0.34
0.14
Sharpe Ratio – 3 Years
0.32
0.62
Worst Rolling Year
-4.87%
-5.62%
Value at Worst Rolling Year
₹0.95 Cr
₹0.94 Cr
Deepest Drawdown
−22.42%
−17.96%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
96.40%
Median Rolling Year
20.05%
18.17%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 49% · M 25% · S 21%
Number of Stocks
23
55
Portfolio P/E
60.38
35.38
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%
ICICI Bank Ltd · 6.04%
HDFC Bank Ltd · 3.82%
Bharti Airtel Ltd · 3.45%
Reliance Industries Ltd · 3.39%
Shriram Finance Ltd · 3.04%
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%
2% / 0% / 0%