Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Equirus Securities - Long Horizon Fund
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Equirus Securities - Long Horizon 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%
5.54%
6 Months
7.53%
29.52%
1 Year
10.69%
27.35%
3 Years
9.96%
14.30%
5 Years
10.97%
12.28%
Since Inception
20.53%
21.22%
Fund Age
14 yrs 7 mo
9 yrs 10 mo
AUM
₹132.39 Cr
₹374.43 Cr
Alpha – 1 Year
5.97%
22.63%
Alpha – 3 Years
−2.13%
2.21%
Information Ratio – 3 Years
-0.28
0.15
Volatility – 1 Year
20.88%
28.49%
Volatility – 3 Years
19.08%
24.50%
Beta – 1 Year
1.15
1.39
Beta – 3 Years
1.12
1.24
Sharpe Ratio – 1 Year
0.34
0.80
Sharpe Ratio – 3 Years
0.32
0.46
Worst Rolling Year
-4.87%
-3.89%
Value at Worst Rolling Year
₹0.95 Cr
₹0.96 Cr
Deepest Drawdown
−22.42%
−30.92%
Recovery Period
Not yet recovered
484 days
1-Year Rolling Windows Positive
96.43%
98.76%
Median Rolling Year
20.05%
18.04%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
M 4% · S 95%
Number of Stocks
23
29
Portfolio P/E
60.38
36.10
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%
Thangamayil Jewellery Ltd · 13.33%
United Foodbrands Ltd · 7.09%
Jubilant Ingrevia Ltd · 5.22%
Arman Financial Services Ltd · 5.01%
Rane Holdings Ltd · 4.97%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%