Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Fractal Capital - Opportunities
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Fractal Capital - Opportunities
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%
5.48%
6 Months
7.53%
13.51%
1 Year
10.69%
1.35%
3 Years
9.96%
13.26%
5 Years
10.97%
—
Since Inception
20.53%
19.28%
Fund Age
14 yrs 7 mo
4 yrs 2 mo
AUM
₹132.39 Cr
₹36.17 Cr
Alpha – 1 Year
5.97%
−3.37%
Alpha – 3 Years
−2.13%
1.17%
Information Ratio – 3 Years
-0.28
0.14
Volatility – 1 Year
20.88%
24.66%
Volatility – 3 Years
19.08%
18.82%
Beta – 1 Year
1.15
1.31
Beta – 3 Years
1.12
1.10
Sharpe Ratio – 1 Year
0.34
-0.05
Sharpe Ratio – 3 Years
0.32
0.48
Worst Rolling Year
-4.87%
12.70%
Value at Worst Rolling Year
₹0.95 Cr
₹1.13 Cr
Deepest Drawdown
−22.42%
−26.89%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
19.63%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 47% · M 22% · S 18%
L 8% · M 16% · S 76%
Number of Stocks
23
24
Portfolio P/E
60.38
29.70
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%
Windlas Biotech Ltd · 0.00%
Galaxy Surfactants Ltd · 0.00%
Indigo Paints Ltd · 0.00%
Krishna Institute of Medical Sciences Ltd · 0.00%
Tracxn Technologies Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%