Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Karma Capital Magnolia
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Karma Capital Magnolia
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%
0.10%
6 Months
7.53%
8.00%
1 Year
10.69%
6.50%
3 Years
9.96%
11.40%
5 Years
10.97%
—
Since Inception
20.53%
13.00%
Fund Age
14 yrs 7 mo
3 yrs 6 mo
AUM
₹132.39 Cr
₹9.42 Cr
Alpha – 1 Year
5.97%
1.80%
Alpha – 3 Years
−2.13%
−0.70%
Information Ratio – 3 Years
-0.28
-0.20
Volatility – 1 Year
20.88%
21.60%
Volatility – 3 Years
19.08%
16.09%
Beta – 1 Year
1.15
1.19
Beta – 3 Years
1.12
0.99
Sharpe Ratio – 1 Year
0.34
0.17
Sharpe Ratio – 3 Years
0.32
0.37
Worst Rolling Year
-4.87%
8.82%
Value at Worst Rolling Year
₹0.95 Cr
₹1.09 Cr
Deepest Drawdown
−22.42%
−17.53%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
13.10%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 47% · M 22% · S 18%
L 51% · M 15% · S 33%
Number of Stocks
23
—
Portfolio P/E
60.38
—
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 · 5.80%
Bajaj Finance Ltd · 5.80%
Cholamandalam Investment & Finance Company Ltd · 5.10%
HDFC Bank Ltd · 4.90%
Piramal Finance Ltd · 4.60%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0.1% / – / 0%