Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs ATLAS - Midcap PMS Fund
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
ATLAS - Midcap PMS Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
−0.22%
6 Months
7.53%
8.59%
1 Year
10.69%
1.40%
3 Years
9.96%
11.84%
5 Years
10.97%
6.21%
Since Inception
20.53%
7.85%
Fund Age
14 yrs 7 mo
5 yrs 3 mo
AUM
₹132.39 Cr
₹3.73 Cr
Alpha – 1 Year
5.97%
−3.32%
Alpha – 3 Years
−2.13%
−0.25%
Information Ratio – 3 Years
-0.28
0.11
Volatility – 1 Year
20.88%
23.13%
Volatility – 3 Years
19.08%
17.54%
Beta – 1 Year
1.15
1.25
Beta – 3 Years
1.12
0.97
Sharpe Ratio – 1 Year
0.34
-0.06
Sharpe Ratio – 3 Years
0.32
0.45
Worst Rolling Year
-4.87%
5.77%
Value at Worst Rolling Year
₹0.95 Cr
₹1.06 Cr
Deepest Drawdown
−22.42%
−23.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
12.08%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 3% · M 32% · S 59%
Number of Stocks
23
19
Portfolio P/E
60.38
26.66
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%
Godrej Industries Ltd · 10.94%
Steel Authority of India Ltd · 8.51%
EIH Ltd · 8.34%
ACC Ltd · 7.75%
Sagility Ltd · 5.94%
Top Sectors
—
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%