Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Composite India - GARP Fund
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Composite India - GARP Fund
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%
3.99%
6 Months
7.53%
22.77%
1 Year
10.69%
24.21%
3 Years
9.96%
13.20%
5 Years
10.97%
12.56%
Since Inception
20.53%
18.69%
Fund Age
14 yrs 7 mo
7 yrs 4 mo
AUM
₹132.39 Cr
₹114.64 Cr
Alpha – 1 Year
5.97%
19.49%
Alpha – 3 Years
−2.13%
1.43%
Information Ratio – 3 Years
-0.28
0.12
Volatility – 1 Year
20.88%
24.82%
Volatility – 3 Years
19.08%
21.64%
Beta – 1 Year
1.15
1.34
Beta – 3 Years
1.12
1.13
Sharpe Ratio – 1 Year
0.34
0.78
Sharpe Ratio – 3 Years
0.32
0.46
Worst Rolling Year
-4.87%
10.43%
Value at Worst Rolling Year
₹0.95 Cr
₹1.10 Cr
Deepest Drawdown
−22.42%
−24.42%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
18.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 20% · M 28% · S 47%
Number of Stocks
23
32
Portfolio P/E
60.38
37.13
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%
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
Top Sectors
—
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%