Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Axis Pure Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Axis Pure Growth Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
−1.22%
6 Months
7.53%
5.87%
1 Year
10.69%
2.35%
3 Years
9.96%
13.67%
5 Years
10.97%
15.58%
Since Inception
20.53%
16.64%
Fund Age
14 yrs 7 mo
5 yrs 6 mo
AUM
₹132.39 Cr
₹756.71 Cr
Alpha – 1 Year
5.97%
−0.63%
Alpha – 3 Years
−2.13%
1.78%
Information Ratio – 3 Years
-0.28
0.09
Volatility – 1 Year
20.88%
15.74%
Volatility – 3 Years
19.08%
14.36%
Beta – 1 Year
1.15
0.82
Beta – 3 Years
1.12
0.84
Sharpe Ratio – 1 Year
0.34
-0.13
Sharpe Ratio – 3 Years
0.32
0.59
Worst Rolling Year
-4.87%
13.38%
Value at Worst Rolling Year
₹0.95 Cr
₹1.13 Cr
Deepest Drawdown
−22.42%
−15.74%
Recovery Period
Not yet recovered
475 days
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
20.28%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 47% · M 22% · S 18%
L 43% · M 8% · S 37%
Number of Stocks
23
26
Portfolio P/E
60.38
34.08
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 · 12.89%
KDDL Ltd · 7.14%
Maruti Suzuki India Ltd · 7.01%
Bharti Airtel Ltd · 6.74%
Acutaas Chemicals Ltd · 6.56%
Top Sectors
—
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
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%