Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Care PMS - Large & Midcap Strategy
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Care PMS - Large & Midcap Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
−1.86%
6 Months
7.53%
0.50%
1 Year
10.69%
6.34%
3 Years
9.96%
19.74%
5 Years
10.97%
16.62%
Since Inception
20.53%
20.10%
Fund Age
14 yrs 7 mo
6 yrs 1 mo
AUM
₹132.39 Cr
₹56.91 Cr
Alpha – 1 Year
5.97%
1.64%
Alpha – 3 Years
−2.13%
7.64%
Information Ratio – 3 Years
-0.28
0.90
Volatility – 1 Year
20.88%
16.52%
Volatility – 3 Years
19.08%
17.18%
Beta – 1 Year
1.15
0.89
Beta – 3 Years
1.12
1.04
Sharpe Ratio – 1 Year
0.34
0.14
Sharpe Ratio – 3 Years
0.32
0.84
Worst Rolling Year
-4.87%
18.93%
Value at Worst Rolling Year
₹0.95 Cr
₹1.19 Cr
Deepest Drawdown
−22.42%
−18.72%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
25.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 59% · M 40%
Number of Stocks
23
20
Portfolio P/E
60.38
27.00
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%
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
Top Sectors
—
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
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%