Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs ASK Life Portfolio
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
ASK Life Portfolio
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
2.82%
6 Months
7.53%
−7.08%
1 Year
10.69%
−4.02%
3 Years
9.96%
1.10%
5 Years
10.97%
2.02%
Since Inception
20.53%
13.04%
Fund Age
14 yrs 7 mo
17 yrs 10 mo
AUM
₹132.39 Cr
₹50.53 Cr
Alpha – 1 Year
5.97%
−3.59%
Alpha – 3 Years
−2.13%
−7.46%
Information Ratio – 3 Years
-0.28
-1.28
Volatility – 1 Year
20.88%
16.65%
Volatility – 3 Years
19.08%
15.47%
Beta – 1 Year
1.15
1.04
Beta – 3 Years
1.12
1.04
Sharpe Ratio – 1 Year
0.34
-0.49
Sharpe Ratio – 3 Years
0.32
-0.20
Worst Rolling Year
-4.87%
-4.00%
Value at Worst Rolling Year
₹0.95 Cr
₹0.96 Cr
Deepest Drawdown
−22.42%
−23.28%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
97.78%
Median Rolling Year
20.05%
13.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 74% · M 13% · S 9%
Number of Stocks
23
15
Portfolio P/E
60.38
27.97
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%
—
Top Sectors
—
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—