Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs ASK - Growth
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
ASK - Growth
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%
2.48%
6 Months
7.53%
−4.38%
1 Year
10.69%
−4.58%
3 Years
9.96%
4.80%
5 Years
10.97%
3.85%
Since Inception
20.53%
17.02%
Fund Age
14 yrs 7 mo
25 yrs 6 mo
AUM
₹132.39 Cr
₹724.64 Cr
Alpha – 1 Year
5.97%
−7.56%
Alpha – 3 Years
−2.13%
−7.08%
Information Ratio – 3 Years
-0.28
-1.30
Volatility – 1 Year
20.88%
16.92%
Volatility – 3 Years
19.08%
16.49%
Beta – 1 Year
1.15
0.94
Beta – 3 Years
1.12
1.01
Sharpe Ratio – 1 Year
0.34
-0.52
Sharpe Ratio – 3 Years
0.32
0.04
Worst Rolling Year
-4.87%
-12.59%
Value at Worst Rolling Year
₹0.95 Cr
₹0.87 Cr
Deepest Drawdown
−22.42%
−23.98%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
95.35%
Median Rolling Year
20.05%
15.09%
5-Year Rolling Windows Positive
100.00%
98.79%
Market-Cap Mix
L 47% · M 22% · S 18%
L 55% · M 22% · S 19%
Number of Stocks
23
22
Portfolio P/E
60.38
32.63
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%
HDFC Bank Ltd · 9.96%
Eternal Ltd · 6.92%
CreditAccess Grameen Ltd · 6.64%
Kotak Mahindra Bank Ltd · 5.98%
Torrent Power Ltd · 5.41%
Top Sectors
—
Financial Services · 33.39%
Consumer Services · 11.99%
Information Technology · 7.69%
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%