Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs ICICI Prudential PMS Growth Leaders Strategy
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
ICICI Prudential PMS Growth Leaders Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
2.13%
6 Months
7.53%
4.45%
1 Year
10.69%
9.07%
3 Years
9.96%
17.41%
5 Years
10.97%
13.90%
Since Inception
20.53%
12.23%
Fund Age
14 yrs 7 mo
25 yrs 8 mo
AUM
₹132.39 Cr
₹1,659.64 Cr
Alpha – 1 Year
5.97%
4.35%
Alpha – 3 Years
−2.13%
5.32%
Information Ratio – 3 Years
-0.28
1.35
Volatility – 1 Year
20.88%
16.92%
Volatility – 3 Years
19.08%
15.61%
Beta – 1 Year
1.15
0.95
Beta – 3 Years
1.12
0.99
Sharpe Ratio – 1 Year
0.34
0.28
Sharpe Ratio – 3 Years
0.32
0.78
Worst Rolling Year
-4.87%
-11.28%
Value at Worst Rolling Year
₹0.95 Cr
₹0.89 Cr
Deepest Drawdown
−22.42%
−20.82%
Recovery Period
Not yet recovered
521 days
1-Year Rolling Windows Positive
96.43%
89.60%
Median Rolling Year
20.05%
15.37%
5-Year Rolling Windows Positive
100.00%
93.68%
Market-Cap Mix
L 47% · M 22% · S 18%
L 58% · M 17% · S 24%
Number of Stocks
23
37
Portfolio P/E
60.38
28.58
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%
ICICI Bank Ltd · 6.05%
FSN E-Commerce Ventures Ltd · 5.03%
Bharti Airtel Ltd · 4.92%
State Bank of India · 4.85%
Eternal Ltd · 4.72%
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%
1% / 0% / 0%