Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Eklavya Equity
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Eklavya Equity
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%
−0.98%
6 Months
7.53%
4.93%
1 Year
10.69%
−0.37%
3 Years
9.96%
—
5 Years
10.97%
—
Since Inception
20.53%
4.91%
Fund Age
14 yrs 7 mo
2 yrs 1 mo
AUM
₹132.39 Cr
₹8 Cr
Alpha – 1 Year
5.97%
−0.02%
Alpha – 3 Years
−2.13%
—
Information Ratio – 3 Years
-0.28
—
Volatility – 1 Year
20.88%
12.93%
Volatility – 3 Years
19.08%
—
Beta – 1 Year
1.15
0.72
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
0.34
-0.38
Sharpe Ratio – 3 Years
0.32
—
Worst Rolling Year
-4.87%
6.09%
Value at Worst Rolling Year
₹0.95 Cr
₹1.06 Cr
Deepest Drawdown
−22.42%
−12.49%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
6.78%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 47% · M 22% · S 18%
L 23% · M 8% · S 36%
Number of Stocks
23
30
Portfolio P/E
60.38
24.51
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%
AXIS Income Plus Arbitrage Omni FOF - Dir (G) · 18.92%
AXIS Liquid Fund - Direct (G) · 9.72%
ITC Ltd · 8.33%
D-Link India Ltd · 7.25%
Cash & Cash Equivalent · 5.44%
Top Sectors
—
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 2% / 0%