Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Eureka signature approach
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Eureka signature approach
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%
0.53%
6 Months
7.53%
8.20%
1 Year
10.69%
10.87%
3 Years
9.96%
16.09%
5 Years
10.97%
14.49%
Since Inception
20.53%
9.93%
Fund Age
14 yrs 7 mo
8 yrs 9 mo
AUM
₹132.39 Cr
₹64.23 Cr
Alpha – 1 Year
5.97%
7.11%
Alpha – 3 Years
−2.13%
5.20%
Information Ratio – 3 Years
-0.28
0.63
Volatility – 1 Year
20.88%
21.13%
Volatility – 3 Years
19.08%
19.82%
Beta – 1 Year
1.15
1.16
Beta – 3 Years
1.12
1.20
Sharpe Ratio – 1 Year
0.34
0.35
Sharpe Ratio – 3 Years
0.32
0.59
Worst Rolling Year
-4.87%
-6.69%
Value at Worst Rolling Year
₹0.95 Cr
₹0.93 Cr
Deepest Drawdown
−22.42%
−22.93%
Recovery Period
Not yet recovered
496 days
1-Year Rolling Windows Positive
96.43%
90.85%
Median Rolling Year
20.05%
19.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 25% · M 25% · S 42%
Number of Stocks
23
42
Portfolio P/E
60.38
23.92
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%
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
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%
1% / 1% / –