Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Axis - Brand Equity PMS
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Axis - Brand Equity PMS
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%
2.39%
6 Months
7.53%
10.60%
1 Year
10.69%
2.51%
3 Years
9.96%
7.68%
5 Years
10.97%
9.38%
Since Inception
20.53%
10.51%
Fund Age
14 yrs 7 mo
9 yrs 6 mo
AUM
₹132.39 Cr
₹804.15 Cr
Alpha – 1 Year
5.97%
2.94%
Alpha – 3 Years
−2.13%
−0.89%
Information Ratio – 3 Years
-0.28
-0.08
Volatility – 1 Year
20.88%
21.76%
Volatility – 3 Years
19.08%
17.30%
Beta – 1 Year
1.15
1.23
Beta – 3 Years
1.12
1.08
Sharpe Ratio – 1 Year
0.34
-0.04
Sharpe Ratio – 3 Years
0.32
0.20
Worst Rolling Year
-4.87%
-3.22%
Value at Worst Rolling Year
₹0.95 Cr
₹0.97 Cr
Deepest Drawdown
−22.42%
−26.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
96.55%
Median Rolling Year
20.05%
12.69%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 26% · M 6% · S 61%
Number of Stocks
23
42
Portfolio P/E
60.38
35.23
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%
Cash & Cash Equivalent · 7.12%
Mahindra & Mahindra Ltd · 5.74%
Eternal Ltd · 4.45%
EPL Ltd · 4.26%
Welspun Corp Ltd · 4.22%
Top Sectors
—
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%