Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Girik Capital - Multi Cap Growth Equity Strategy
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Girik Capital - Multi Cap Growth Equity Strategy
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%
1.15%
6 Months
7.53%
3.53%
1 Year
10.69%
−0.08%
3 Years
9.96%
14.56%
5 Years
10.97%
12.33%
Since Inception
20.53%
18.88%
Fund Age
14 yrs 7 mo
16 yrs 7 mo
AUM
₹132.39 Cr
₹1,574.57 Cr
Alpha – 1 Year
5.97%
0.35%
Alpha – 3 Years
−2.13%
5.99%
Information Ratio – 3 Years
-0.28
0.72
Volatility – 1 Year
20.88%
16.64%
Volatility – 3 Years
19.08%
15.28%
Beta – 1 Year
1.15
0.97
Beta – 3 Years
1.12
0.94
Sharpe Ratio – 1 Year
0.34
-0.25
Sharpe Ratio – 3 Years
0.32
0.61
Worst Rolling Year
-4.87%
-0.31%
Value at Worst Rolling Year
₹0.95 Cr
₹1.00 Cr
Deepest Drawdown
−22.42%
−22.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
99.36%
Median Rolling Year
20.05%
22.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 39% · M 8% · S 47%
Number of Stocks
23
33
Portfolio P/E
60.38
40.75
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%
Bajaj Finance Ltd · 6.08%
Eternal Ltd · 5.50%
Bharat Heavy Electricals Ltd · 4.84%
RBL Bank Ltd · 4.82%
HDFC Asset Management Company Ltd · 4.75%
Top Sectors
—
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%