Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
JM Financial - India Resurgent
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
4.15%
6 Months
7.53%
18.21%
1 Year
10.69%
19.11%
3 Years
9.96%
23.58%
5 Years
10.97%
18.40%
Since Inception
20.53%
13.93%
Fund Age
14 yrs 7 mo
11 yrs 4 mo
AUM
₹132.39 Cr
₹13.37 Cr
Alpha – 1 Year
5.97%
16.13%
Alpha – 3 Years
−2.13%
11.69%
Information Ratio – 3 Years
-0.28
1.24
Volatility – 1 Year
20.88%
18.18%
Volatility – 3 Years
19.08%
17.99%
Beta – 1 Year
1.15
0.94
Beta – 3 Years
1.12
1.01
Sharpe Ratio – 1 Year
0.34
0.75
Sharpe Ratio – 3 Years
0.32
0.97
Worst Rolling Year
-4.87%
—
Value at Worst Rolling Year
₹0.95 Cr
—
Deepest Drawdown
−22.42%
−20.05%
Recovery Period
Not yet recovered
162 days
1-Year Rolling Windows Positive
96.43%
—
Median Rolling Year
20.05%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 47% · M 22% · S 18%
L 27% · M 15% · S 55%
Number of Stocks
23
32
Portfolio P/E
60.38
41.94
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%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
—
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%