Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Equitree - Emerging Opportunities
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Equitree - Emerging Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.46%
−3.81%
6 Months
7.53%
10.86%
1 Year
10.69%
−4.49%
3 Years
9.96%
22.00%
5 Years
10.97%
21.09%
Since Inception
20.53%
7.35%
Fund Age
14 yrs 7 mo
8 yrs 9 mo
AUM
₹132.39 Cr
₹1,454.75 Cr
Alpha – 1 Year
5.97%
−7.47%
Alpha – 3 Years
−2.13%
10.11%
Information Ratio – 3 Years
-0.28
0.32
Volatility – 1 Year
20.88%
31.30%
Volatility – 3 Years
19.08%
27.30%
Beta – 1 Year
1.15
1.42
Beta – 3 Years
1.12
1.22
Sharpe Ratio – 1 Year
0.34
-0.18
Sharpe Ratio – 3 Years
0.32
0.66
Worst Rolling Year
-4.87%
-30.88%
Value at Worst Rolling Year
₹0.95 Cr
₹0.69 Cr
Deepest Drawdown
−22.42%
−34.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
83.55%
Median Rolling Year
20.05%
31.74%
5-Year Rolling Windows Positive
100.00%
82.61%
Market-Cap Mix
L 47% · M 22% · S 18%
L 0% · S 88%
Number of Stocks
23
—
Portfolio P/E
60.38
—
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%
Cash & Cash Equivalent · 16.58%
Shakti Pumps (India) Ltd · 13.38%
S P Apparels Ltd · 7.10%
Shree Pushkar Chemicals & Fertilizers Ltd · 6.77%
Talbros Automotive Components Ltd · 5.91%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%