Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Ayan- PriceBridge Samvruddhi
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Ayan- PriceBridge Samvruddhi
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%
2.26%
6 Months
7.53%
14.94%
1 Year
10.69%
8.00%
3 Years
9.96%
—
5 Years
10.97%
—
Since Inception
20.53%
8.49%
Fund Age
14 yrs 7 mo
14 mo
AUM
₹132.39 Cr
₹41.73 Cr
Alpha – 1 Year
5.97%
5.02%
Alpha – 3 Years
−2.13%
—
Information Ratio – 3 Years
-0.28
—
Volatility – 1 Year
20.88%
27.44%
Volatility – 3 Years
19.08%
—
Beta – 1 Year
1.15
1.39
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
0.34
0.20
Sharpe Ratio – 3 Years
0.32
—
Worst Rolling Year
-4.87%
—
Value at Worst Rolling Year
₹0.95 Cr
—
Deepest Drawdown
−22.42%
−15.11%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
—
Median Rolling Year
20.05%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 47% · M 22% · S 18%
L 2% · M 1% · S 94%
Number of Stocks
23
49
Portfolio P/E
60.38
37.54
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%
Welspun Corp Ltd · 11.69%
Vedanta Oil and Gas Ltd · 9.44%
Graphite India Ltd · 6.09%
Asian Energy Services Ltd · 5.93%
NBCC (India) Ltd · 5.81%
Top Sectors
—
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
Fixed Fee
2.50% / yr
2.05% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%