Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs ASK - ISP
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
ASK - ISP
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%
−4.44%
1 Year
10.69%
−4.32%
3 Years
9.96%
3.67%
5 Years
10.97%
4.35%
Since Inception
20.53%
13.19%
Fund Age
14 yrs 7 mo
16 yrs 6 mo
AUM
₹132.39 Cr
₹953.19 Cr
Alpha – 1 Year
5.97%
−7.30%
Alpha – 3 Years
−2.13%
−8.21%
Information Ratio – 3 Years
-0.28
-1.44
Volatility – 1 Year
20.88%
16.93%
Volatility – 3 Years
19.08%
16.57%
Beta – 1 Year
1.15
0.95
Beta – 3 Years
1.12
1.02
Sharpe Ratio – 1 Year
0.34
-0.50
Sharpe Ratio – 3 Years
0.32
-0.03
Worst Rolling Year
-4.87%
-3.66%
Value at Worst Rolling Year
₹0.95 Cr
₹0.96 Cr
Deepest Drawdown
−22.42%
−24.45%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
98.35%
Median Rolling Year
20.05%
12.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 52% · M 23% · S 20%
Number of Stocks
23
21
Portfolio P/E
60.38
34.55
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 · 9.51%
Eternal Ltd · 7.16%
CreditAccess Grameen Ltd · 6.97%
Kotak Mahindra Bank Ltd · 6.20%
Torrent Power Ltd · 5.63%
Top Sectors
—
Financial Services · 33.89%
Consumer Services · 12.45%
Automobile and Auto Components · 7.01%
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%