Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Badjate Multicap Fund
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Badjate Multicap Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.46%
0.08%
6 Months
7.53%
9.62%
1 Year
10.69%
2.22%
3 Years
9.96%
18.64%
5 Years
10.97%
16.68%
Since Inception
20.53%
18.59%
Fund Age
14 yrs 7 mo
5 yrs
AUM
₹132.39 Cr
₹159.01 Cr
Alpha – 1 Year
5.97%
−0.76%
Alpha – 3 Years
−2.13%
6.74%
Information Ratio – 3 Years
-0.28
0.40
Volatility – 1 Year
20.88%
25.41%
Volatility – 3 Years
19.08%
25.71%
Beta – 1 Year
1.15
1.32
Beta – 3 Years
1.12
1.31
Sharpe Ratio – 1 Year
0.34
-0.02
Sharpe Ratio – 3 Years
0.32
0.58
Worst Rolling Year
-4.87%
17.76%
Value at Worst Rolling Year
₹0.95 Cr
₹1.18 Cr
Deepest Drawdown
−22.42%
−32.80%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
28.84%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 7% · M 14% · S 74%
Number of Stocks
23
95
Portfolio P/E
60.38
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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%
Multi Commodity Exchange of India Ltd · 4.59%
Nuvama Wealth Management Ltd · 4.46%
Tanfac Industries Ltd · 4.23%
Garden Reach Shipbuilders & Engineers Ltd · 4.10%
Southern Petrochemicals Industries Corporation Ltd · 3.59%
Top Sectors
—
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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