Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Anand Rathi Advisors - Decennium Opportunity
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Anand Rathi Advisors - Decennium Opportunity
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%
1.56%
6 Months
7.53%
11.47%
1 Year
10.69%
5.40%
3 Years
9.96%
7.77%
5 Years
10.97%
—
Since Inception
20.53%
9.99%
Fund Age
14 yrs 7 mo
4 yrs 9 mo
AUM
₹132.39 Cr
₹144.91 Cr
Alpha – 1 Year
5.97%
0.68%
Alpha – 3 Years
−2.13%
−4.32%
Information Ratio – 3 Years
-0.28
0.13
Volatility – 1 Year
20.88%
24.35%
Volatility – 3 Years
19.08%
20.17%
Beta – 1 Year
1.15
1.26
Beta – 3 Years
1.12
1.11
Sharpe Ratio – 1 Year
0.34
0.11
Sharpe Ratio – 3 Years
0.32
0.39
Worst Rolling Year
-4.87%
7.72%
Value at Worst Rolling Year
₹0.95 Cr
₹1.08 Cr
Deepest Drawdown
−22.42%
−31.10%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
12.92%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 47% · M 22% · S 18%
L 33% · M 4% · S 58%
Number of Stocks
23
15
Portfolio P/E
60.38
50.52
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%
Craftsman Automation Ltd · 8.39%
Syrma SGS Technology Ltd · 8.34%
Polycab India Ltd · 7.32%
Venus Pipes & Tubes Ltd · 7.12%
Caplin Point Laboratories Ltd · 6.39%
Top Sectors
—
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%