Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Green Portfolio - Special
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%
2.75%
6 Months
7.53%
26.95%
1 Year
10.69%
13.12%
3 Years
9.96%
17.80%
5 Years
10.97%
15.04%
Since Inception
20.53%
22.70%
Fund Age
14 yrs 7 mo
8 yrs
AUM
₹132.39 Cr
₹357.26 Cr
Alpha – 1 Year
5.97%
10.14%
Alpha – 3 Years
−2.13%
5.90%
Information Ratio – 3 Years
-0.28
0.31
Volatility – 1 Year
20.88%
32.38%
Volatility – 3 Years
19.08%
25.45%
Beta – 1 Year
1.15
1.68
Beta – 3 Years
1.12
1.37
Sharpe Ratio – 1 Year
0.34
0.36
Sharpe Ratio – 3 Years
0.32
0.56
Worst Rolling Year
-4.87%
11.19%
Value at Worst Rolling Year
₹0.95 Cr
₹1.11 Cr
Deepest Drawdown
−22.42%
−26.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
27.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 7% · M 19% · S 59%
Number of Stocks
23
42
Portfolio P/E
60.38
42.01
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%
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%