Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Capitalmind - Surge India
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Capitalmind - Surge India
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%
−2.53%
6 Months
7.53%
2.18%
1 Year
10.69%
−4.96%
3 Years
9.96%
15.69%
5 Years
10.97%
15.58%
Since Inception
20.53%
10.95%
Fund Age
14 yrs 7 mo
8 yrs 8 mo
AUM
₹132.39 Cr
₹649.19 Cr
Alpha – 1 Year
5.97%
−4.53%
Alpha – 3 Years
−2.13%
7.12%
Information Ratio – 3 Years
-0.28
0.60
Volatility – 1 Year
20.88%
15.34%
Volatility – 3 Years
19.08%
18.43%
Beta – 1 Year
1.15
0.74
Beta – 3 Years
1.12
0.99
Sharpe Ratio – 1 Year
0.34
-0.61
Sharpe Ratio – 3 Years
0.32
0.59
Worst Rolling Year
-4.87%
-6.10%
Value at Worst Rolling Year
₹0.95 Cr
₹0.94 Cr
Deepest Drawdown
−22.42%
−22.16%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
96.43%
91.42%
Median Rolling Year
20.05%
20.85%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
—
Number of Stocks
23
—
Portfolio P/E
60.38
—
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%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%