Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Alphaa Better Risk Reward 30 stocks
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Alphaa Better Risk Reward 30 stocks
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
−1.54%
6 Months
7.53%
−5.38%
1 Year
10.69%
−6.70%
3 Years
9.96%
7.98%
5 Years
10.97%
—
Since Inception
20.53%
7.98%
Fund Age
14 yrs 7 mo
2 yrs 11 mo
AUM
₹132.39 Cr
₹7.31 Cr
Alpha – 1 Year
5.97%
−6.35%
Alpha – 3 Years
−2.13%
−1.02%
Information Ratio – 3 Years
-0.28
-0.08
Volatility – 1 Year
20.88%
17.44%
Volatility – 3 Years
19.08%
15.65%
Beta – 1 Year
1.15
1.08
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
0.34
-0.61
Sharpe Ratio – 3 Years
0.32
0.22
Worst Rolling Year
-4.87%
—
Value at Worst Rolling Year
₹0.95 Cr
—
Deepest Drawdown
−22.42%
−21.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
—
Median Rolling Year
20.05%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 47% · M 22% · S 18%
L 61% · M 26% · S 9%
Number of Stocks
23
66
Portfolio P/E
60.38
27.03
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%
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
Top Sectors
—
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1.5% / 0% / 0%