Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs AlfAccurate Advisors - AAA liquid
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
AlfAccurate Advisors - AAA liquid
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
0.32%
6 Months
7.53%
1.97%
1 Year
10.69%
4.21%
3 Years
9.96%
4.52%
5 Years
10.97%
4.00%
Since Inception
20.53%
3.68%
Fund Age
14 yrs 7 mo
5 yrs 7 mo
AUM
₹132.39 Cr
₹36.08 Cr
Alpha – 1 Year
5.97%
−1.09%
Alpha – 3 Years
−2.13%
−2.40%
Information Ratio – 3 Years
-0.28
—
Volatility – 1 Year
20.88%
0.13%
Volatility – 3 Years
19.08%
0.18%
Beta – 1 Year
1.15
0.00
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
0.34
-8.15
Sharpe Ratio – 3 Years
0.32
-4.58
Worst Rolling Year
-4.87%
2.94%
Value at Worst Rolling Year
₹0.95 Cr
₹1.03 Cr
Deepest Drawdown
−22.42%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
4.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
—
Number of Stocks
23
1
Portfolio P/E
60.38
—
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%
DSP BSE Liquid Rate ETF · 100.00%
Top Sectors
—
Others · 100.00%
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%