Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Centrum PMS - Good to Great
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Centrum PMS - Good to Great
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
1.70%
6 Months
7.53%
9.08%
1 Year
10.69%
−2.99%
3 Years
9.96%
5.96%
5 Years
10.97%
8.08%
Since Inception
20.53%
15.75%
Fund Age
14 yrs 7 mo
7 yrs 2 mo
AUM
₹132.39 Cr
₹61.93 Cr
Alpha – 1 Year
5.97%
−7.71%
Alpha – 3 Years
−2.13%
−6.13%
Information Ratio – 3 Years
-0.28
-0.39
Volatility – 1 Year
20.88%
26.39%
Volatility – 3 Years
19.08%
21.38%
Beta – 1 Year
1.15
1.37
Beta – 3 Years
1.12
1.14
Sharpe Ratio – 1 Year
0.34
-0.20
Sharpe Ratio – 3 Years
0.32
0.18
Worst Rolling Year
-4.87%
5.04%
Value at Worst Rolling Year
₹0.95 Cr
₹1.05 Cr
Deepest Drawdown
−22.42%
−33.64%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
17.83%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 2% · M 12% · S 82%
Number of Stocks
23
24
Portfolio P/E
60.38
41.54
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 · 11.07%
Anant Raj Ltd · 6.04%
Time Technoplast Ltd · 5.18%
Gokaldas Exports Ltd · 5.16%
Manorama Industries Ltd · 4.98%
Top Sectors
—
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%