Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Anand Rathi Advisors - Impress PMS
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Anand Rathi Advisors - Impress PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
4.97%
6 Months
7.53%
23.68%
1 Year
10.69%
18.36%
3 Years
9.96%
19.56%
5 Years
10.97%
16.83%
Since Inception
20.53%
14.91%
Fund Age
14 yrs 7 mo
9 yrs 3 mo
AUM
₹132.39 Cr
₹884.23 Cr
Alpha – 1 Year
5.97%
13.64%
Alpha – 3 Years
−2.13%
7.47%
Information Ratio – 3 Years
-0.28
0.73
Volatility – 1 Year
20.88%
27.03%
Volatility – 3 Years
19.08%
23.64%
Beta – 1 Year
1.15
1.39
Beta – 3 Years
1.12
1.25
Sharpe Ratio – 1 Year
0.34
0.55
Sharpe Ratio – 3 Years
0.32
0.71
Worst Rolling Year
-4.87%
-7.52%
Value at Worst Rolling Year
₹0.95 Cr
₹0.92 Cr
Deepest Drawdown
−22.42%
−24.68%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
96.43%
91.90%
Median Rolling Year
20.05%
22.43%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 14% · M 23% · S 57%
Number of Stocks
23
18
Portfolio P/E
60.38
42.38
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%
Cash & Cash Equivalent · 9.65%
Radico Khaitan Ltd · 7.68%
Cemindia Projects Ltd · 7.40%
KEI Industries Ltd · 6.56%
Cholamandalam Investment & Finance Company Ltd · 6.37%
Top Sectors
—
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
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%