Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Axis - Core & Satellite PMS
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Axis - Core & Satellite 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%
0.11%
6 Months
7.53%
10.76%
1 Year
10.69%
8.14%
3 Years
9.96%
7.76%
5 Years
10.97%
10.03%
Since Inception
20.53%
11.69%
Fund Age
14 yrs 7 mo
6 yrs 8 mo
AUM
₹132.39 Cr
₹87.23 Cr
Alpha – 1 Year
5.97%
8.57%
Alpha – 3 Years
−2.13%
−0.81%
Information Ratio – 3 Years
-0.28
0.02
Volatility – 1 Year
20.88%
23.09%
Volatility – 3 Years
19.08%
18.26%
Beta – 1 Year
1.15
1.29
Beta – 3 Years
1.12
1.11
Sharpe Ratio – 1 Year
0.34
0.21
Sharpe Ratio – 3 Years
0.32
0.22
Worst Rolling Year
-4.87%
6.59%
Value at Worst Rolling Year
₹0.95 Cr
₹1.07 Cr
Deepest Drawdown
−22.42%
−25.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
13.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 19% · M 1% · S 70%
Number of Stocks
23
41
Portfolio P/E
60.38
25.23
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 · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
Top Sectors
—
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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%