Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Carnelian Capital - Compounder Strategy
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Carnelian Capital - Compounder Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
4.57%
6 Months
7.53%
15.76%
1 Year
10.69%
22.36%
3 Years
9.96%
23.83%
5 Years
10.97%
17.53%
Since Inception
20.53%
20.07%
Fund Age
14 yrs 7 mo
7 yrs 3 mo
AUM
₹132.39 Cr
₹2,271.9 Cr
Alpha – 1 Year
5.97%
17.64%
Alpha – 3 Years
−2.13%
11.75%
Information Ratio – 3 Years
-0.28
1.40
Volatility – 1 Year
20.88%
21.11%
Volatility – 3 Years
19.08%
18.96%
Beta – 1 Year
1.15
1.17
Beta – 3 Years
1.12
1.12
Sharpe Ratio – 1 Year
0.34
0.81
Sharpe Ratio – 3 Years
0.32
0.96
Worst Rolling Year
-4.87%
10.25%
Value at Worst Rolling Year
₹0.95 Cr
₹1.10 Cr
Deepest Drawdown
−22.42%
−19.83%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
21.55%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 30% · M 46% · S 22%
Number of Stocks
23
30
Portfolio P/E
60.38
29.80
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%
Aditya Birla Capital Ltd · 10.17%
Laurus Labs Ltd · 8.63%
Biocon Ltd · 7.50%
One 97 Communications Ltd · 4.59%
Bharat Heavy Electricals Ltd · 4.29%
Top Sectors
—
—
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%