Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Fractal Capital - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Fractal Capital - Wealth Builder
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%
4.42%
6 Months
7.53%
4.79%
1 Year
10.69%
−0.59%
3 Years
9.96%
11.57%
5 Years
10.97%
13.86%
Since Inception
20.53%
15.96%
Fund Age
14 yrs 7 mo
5 yrs 5 mo
AUM
₹132.39 Cr
₹45.81 Cr
Alpha – 1 Year
5.97%
−5.31%
Alpha – 3 Years
−2.13%
−0.52%
Information Ratio – 3 Years
-0.28
-0.06
Volatility – 1 Year
20.88%
21.96%
Volatility – 3 Years
19.08%
17.35%
Beta – 1 Year
1.15
1.19
Beta – 3 Years
1.12
1.00
Sharpe Ratio – 1 Year
0.34
-0.16
Sharpe Ratio – 3 Years
0.32
0.42
Worst Rolling Year
-4.87%
10.84%
Value at Worst Rolling Year
₹0.95 Cr
₹1.11 Cr
Deepest Drawdown
−22.42%
−22.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
22.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 23% · M 4% · S 73%
Number of Stocks
23
16
Portfolio P/E
60.38
22.00
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%
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL 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%