Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs AlphaaMoney Equity+
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
AlphaaMoney Equity+
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%
2.20%
6 Months
7.53%
6.05%
1 Year
10.69%
15.36%
3 Years
9.96%
—
5 Years
10.97%
—
Since Inception
20.53%
17.53%
Fund Age
14 yrs 7 mo
2 yrs 10 mo
AUM
₹132.39 Cr
₹1.33 Cr
Alpha – 1 Year
5.97%
15.71%
Alpha – 3 Years
−2.13%
—
Information Ratio – 3 Years
-0.28
—
Volatility – 1 Year
20.88%
15.48%
Volatility – 3 Years
19.08%
—
Beta – 1 Year
1.15
0.83
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
0.34
0.66
Sharpe Ratio – 3 Years
0.32
—
Worst Rolling Year
-4.87%
—
Value at Worst Rolling Year
₹0.95 Cr
—
Deepest Drawdown
−22.42%
−10.68%
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 56% · M 10% · S 0%
Number of Stocks
23
7
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%
Motilal Oswal NASDAQ-100 ETF · 23.79%
ICICI Pru Nifty 100 Low Volatility 30 ETF · 19.45%
HDFC NIFTY200 Momentum 30 ETF · 18.81%
Nippon India ETF Nifty 50 BeES · 16.82%
ICICI Pru Gold ETF · 7.83%
Top Sectors
—
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
Fixed Fee
2.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0.75% / 0% / 0%