Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Ambit - caliber
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Ambit - caliber
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%
1.17%
6 Months
7.53%
3.92%
1 Year
10.69%
9.29%
3 Years
9.96%
14.80%
5 Years
10.97%
9.78%
Since Inception
20.53%
14.35%
Fund Age
14 yrs 7 mo
5 yrs 5 mo
AUM
₹132.39 Cr
₹95.56 Cr
Alpha – 1 Year
5.97%
9.72%
Alpha – 3 Years
−2.13%
6.23%
Information Ratio – 3 Years
-0.28
0.76
Volatility – 1 Year
20.88%
16.82%
Volatility – 3 Years
19.08%
15.81%
Beta – 1 Year
1.15
1.02
Beta – 3 Years
1.12
0.98
Sharpe Ratio – 1 Year
0.34
0.29
Sharpe Ratio – 3 Years
0.32
0.61
Worst Rolling Year
-4.87%
5.26%
Value at Worst Rolling Year
₹0.95 Cr
₹1.05 Cr
Deepest Drawdown
−22.42%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
15.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 55% · M 33% · S 10%
Number of Stocks
23
59
Portfolio P/E
60.38
34.30
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%
Bajaj Finance Ltd · 5.19%
ICICI Bank Ltd · 4.86%
Bajaj Auto Ltd · 4.60%
Syrma SGS Technology Ltd · 3.60%
Piramal Finance Ltd · 3.49%
Top Sectors
—
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%