Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Bonanza - Edge
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%
4.43%
6 Months
7.53%
22.24%
1 Year
10.69%
21.33%
3 Years
9.96%
15.83%
5 Years
10.97%
20.63%
Since Inception
20.53%
19.53%
Fund Age
14 yrs 7 mo
11 yrs
AUM
₹132.39 Cr
₹101.92 Cr
Alpha – 1 Year
5.97%
21.68%
Alpha – 3 Years
−2.13%
6.83%
Information Ratio – 3 Years
-0.28
0.61
Volatility – 1 Year
20.88%
21.87%
Volatility – 3 Years
19.08%
21.68%
Beta – 1 Year
1.15
1.10
Beta – 3 Years
1.12
1.12
Sharpe Ratio – 1 Year
0.34
0.75
Sharpe Ratio – 3 Years
0.32
0.65
Worst Rolling Year
-4.87%
-17.09%
Value at Worst Rolling Year
₹0.95 Cr
₹0.83 Cr
Deepest Drawdown
−22.42%
−27.12%
Recovery Period
Not yet recovered
148 days
1-Year Rolling Windows Positive
96.43%
79.34%
Median Rolling Year
20.05%
24.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 15% · M 12% · S 59%
Number of Stocks
23
65
Portfolio P/E
60.38
51.62
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%
Creative Newtech Ltd · 7.19%
Cash & Cash Equivalent · 7.08%
Lodha Developers Ltd · 6.75%
JD Cables Ltd · 6.02%
Afcom Holdings Ltd · 6.00%
Top Sectors
—
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%