Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Green Portfolio - Super 30 Dynamic
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Green Portfolio - Super 30 Dynamic
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%
−0.92%
6 Months
7.53%
32.15%
1 Year
10.69%
16.77%
3 Years
9.96%
19.00%
5 Years
10.97%
20.10%
Since Inception
20.53%
27.01%
Fund Age
14 yrs 7 mo
6 yrs 10 mo
AUM
₹132.39 Cr
₹247.64 Cr
Alpha – 1 Year
5.97%
13.79%
Alpha – 3 Years
−2.13%
7.10%
Information Ratio – 3 Years
-0.28
0.30
Volatility – 1 Year
20.88%
39.13%
Volatility – 3 Years
19.08%
29.47%
Beta – 1 Year
1.15
1.87
Beta – 3 Years
1.12
1.36
Sharpe Ratio – 1 Year
0.34
0.42
Sharpe Ratio – 3 Years
0.32
0.55
Worst Rolling Year
-4.87%
15.03%
Value at Worst Rolling Year
₹0.95 Cr
₹1.15 Cr
Deepest Drawdown
−22.42%
−35.86%
Recovery Period
Not yet recovered
94 days
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
31.90%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
S 80%
Number of Stocks
23
42
Portfolio P/E
60.38
42.30
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%
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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%