Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs ASK-DRP
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
ASK-DRP
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%
1.89%
6 Months
7.53%
−1.27%
1 Year
10.69%
2.67%
3 Years
9.96%
6.64%
5 Years
10.97%
7.83%
Since Inception
20.53%
10.74%
Fund Age
14 yrs 7 mo
8 yrs 1 mo
AUM
₹132.39 Cr
₹495.64 Cr
Alpha – 1 Year
5.97%
−0.31%
Alpha – 3 Years
−2.13%
−5.24%
Information Ratio – 3 Years
-0.28
-0.72
Volatility – 1 Year
20.88%
17.10%
Volatility – 3 Years
19.08%
16.45%
Beta – 1 Year
1.15
0.95
Beta – 3 Years
1.12
0.97
Sharpe Ratio – 1 Year
0.34
-0.08
Sharpe Ratio – 3 Years
0.32
0.14
Worst Rolling Year
-4.87%
6.09%
Value at Worst Rolling Year
₹0.95 Cr
₹1.06 Cr
Deepest Drawdown
−22.42%
−22.30%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
14.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 62% · M 31% · S 6%
Number of Stocks
23
26
Portfolio P/E
60.38
31.96
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%
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.36%
Infosys Ltd · 6.13%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.21%
Top Sectors
—
Financial Services · 27.41%
Automobile and Auto Components · 16.14%
Capital Goods · 13.41%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%