Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Concept Investwell - Dynamic
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Concept Investwell - Dynamic
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%
5.38%
6 Months
7.53%
7.13%
1 Year
10.69%
11.04%
3 Years
9.96%
7.66%
5 Years
10.97%
8.70%
Since Inception
20.53%
14.13%
Fund Age
14 yrs 7 mo
6 yrs 10 mo
AUM
₹132.39 Cr
₹3.45 Cr
Alpha – 1 Year
5.97%
8.06%
Alpha – 3 Years
−2.13%
−4.24%
Information Ratio – 3 Years
-0.28
-0.53
Volatility – 1 Year
20.88%
15.44%
Volatility – 3 Years
19.08%
15.96%
Beta – 1 Year
1.15
0.84
Beta – 3 Years
1.12
0.91
Sharpe Ratio – 1 Year
0.34
0.40
Sharpe Ratio – 3 Years
0.32
0.20
Worst Rolling Year
-4.87%
3.12%
Value at Worst Rolling Year
₹0.95 Cr
₹1.03 Cr
Deepest Drawdown
−22.42%
−27.30%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
14.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 64% · M 36%
Number of Stocks
23
23
Portfolio P/E
60.38
34.11
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%
Bajaj Holdings & Investment Ltd · 6.60%
Mirae Asset Nifty 50 ETF · 6.20%
Persistent Systems Ltd · 5.25%
Bharti Airtel Ltd · 5.20%
Mahindra & Mahindra Ltd · 5.00%
Top Sectors
—
Financial Services · 34.11%
Automobile and Auto Components · 12.44%
Information Technology · 10.77%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%