Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Bonanza Multicap
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Bonanza Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.46%
5.27%
6 Months
7.53%
15.28%
1 Year
10.69%
11.46%
3 Years
9.96%
12.93%
5 Years
10.97%
14.25%
Since Inception
20.53%
20.43%
Fund Age
14 yrs 7 mo
8 yrs 1 mo
AUM
₹132.39 Cr
₹7.34 Cr
Alpha – 1 Year
5.97%
11.81%
Alpha – 3 Years
−2.13%
3.93%
Information Ratio – 3 Years
-0.28
0.17
Volatility – 1 Year
20.88%
25.10%
Volatility – 3 Years
19.08%
27.35%
Beta – 1 Year
1.15
1.24
Beta – 3 Years
1.12
1.14
Sharpe Ratio – 1 Year
0.34
0.33
Sharpe Ratio – 3 Years
0.32
0.39
Worst Rolling Year
-4.87%
12.27%
Value at Worst Rolling Year
₹0.95 Cr
₹1.12 Cr
Deepest Drawdown
−22.42%
−33.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
29.35%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 47% · M 22% · S 18%
L 8% · M 5% · S 83%
Number of Stocks
23
33
Portfolio P/E
60.38
30.34
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 · 5.71%
Bajaj Finance Ltd · 5.23%
Garden Reach Shipbuilders & Engineers Ltd · 5.13%
Northern Arc Capital Ltd · 4.74%
SG Finserve Ltd · 4.72%
Top Sectors
—
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
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%