Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Emkay Investments - ENVI
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Emkay Investments - ENVI
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
5.18%
6 Months
7.53%
19.69%
1 Year
10.69%
25.97%
3 Years
9.96%
17.02%
5 Years
10.97%
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Since Inception
20.53%
24.02%
Fund Age
14 yrs 7 mo
4 yrs 2 mo
AUM
₹132.39 Cr
₹101.01 Cr
Alpha – 1 Year
5.97%
21.25%
Alpha – 3 Years
−2.13%
4.93%
Information Ratio – 3 Years
-0.28
0.46
Volatility – 1 Year
20.88%
21.63%
Volatility – 3 Years
19.08%
19.42%
Beta – 1 Year
1.15
1.10
Beta – 3 Years
1.12
1.04
Sharpe Ratio – 1 Year
0.34
0.93
Sharpe Ratio – 3 Years
0.32
0.65
Worst Rolling Year
-4.87%
16.82%
Value at Worst Rolling Year
₹0.95 Cr
₹1.17 Cr
Deepest Drawdown
−22.42%
−20.44%
Recovery Period
Not yet recovered
365 days
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
19.58%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 47% · M 22% · S 18%
L 26% · M 14% · S 51%
Number of Stocks
23
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Portfolio P/E
60.38
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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%
Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
Top Sectors
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Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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