Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Buoyant - Opportunities
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Buoyant - Opportunities
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%
1.73%
6 Months
7.53%
2.87%
1 Year
10.69%
8.13%
3 Years
9.96%
16.18%
5 Years
10.97%
18.39%
Since Inception
20.53%
20.76%
Fund Age
14 yrs 7 mo
10 yrs
AUM
₹132.39 Cr
₹12,257.23 Cr
Alpha – 1 Year
5.97%
5.15%
Alpha – 3 Years
−2.13%
4.29%
Information Ratio – 3 Years
-0.28
0.41
Volatility – 1 Year
20.88%
17.45%
Volatility – 3 Years
19.08%
14.35%
Beta – 1 Year
1.15
0.98
Beta – 3 Years
1.12
0.87
Sharpe Ratio – 1 Year
0.34
0.22
Sharpe Ratio – 3 Years
0.32
0.68
Worst Rolling Year
-4.87%
-5.58%
Value at Worst Rolling Year
₹0.95 Cr
₹0.94 Cr
Deepest Drawdown
−22.42%
−13.15%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
96.43%
87.09%
Median Rolling Year
20.05%
23.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 55% · M 21% · S 12%
Number of Stocks
23
40
Portfolio P/E
60.38
24.82
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 · 7.56%
ICICI Bank Ltd · 7.26%
Axis Bank Ltd · 5.83%
Other Funds · 3.82%
Bharti Airtel Ltd · 3.73%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%