Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Anand Rathi Advisors - MNC PMS
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Anand Rathi Advisors - MNC PMS
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%
0.15%
6 Months
7.53%
9.28%
1 Year
10.69%
4.13%
3 Years
9.96%
7.71%
5 Years
10.97%
8.27%
Since Inception
20.53%
11.49%
Fund Age
14 yrs 7 mo
8 yrs 5 mo
AUM
₹132.39 Cr
₹123.55 Cr
Alpha – 1 Year
5.97%
−0.59%
Alpha – 3 Years
−2.13%
−4.38%
Information Ratio – 3 Years
-0.28
-0.33
Volatility – 1 Year
20.88%
21.50%
Volatility – 3 Years
19.08%
16.95%
Beta – 1 Year
1.15
1.12
Beta – 3 Years
1.12
0.97
Sharpe Ratio – 1 Year
0.34
-0.02
Sharpe Ratio – 3 Years
0.32
0.26
Worst Rolling Year
-4.87%
7.04%
Value at Worst Rolling Year
₹0.95 Cr
₹1.07 Cr
Deepest Drawdown
−22.42%
−24.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
15.95%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 29% · M 38% · S 31%
Number of Stocks
23
20
Portfolio P/E
60.38
49.58
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%
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
Top Sectors
—
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
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%