Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Kotak Pioneer Model Strategy Aggressive
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Kotak Pioneer Model Strategy Aggressive
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%
1.96%
6 Months
7.53%
−0.83%
1 Year
10.69%
14.95%
3 Years
9.96%
—
5 Years
10.97%
—
Since Inception
20.53%
15.45%
Fund Age
14 yrs 7 mo
4 yrs 1 mo
AUM
₹132.39 Cr
₹67.74 Cr
Alpha – 1 Year
5.97%
8.24%
Alpha – 3 Years
−2.13%
—
Information Ratio – 3 Years
-0.28
0.30
Volatility – 1 Year
20.88%
16.48%
Volatility – 3 Years
19.08%
12.47%
Beta – 1 Year
1.15
1.58
Beta – 3 Years
1.12
1.45
Sharpe Ratio – 1 Year
0.34
0.60
Sharpe Ratio – 3 Years
0.32
0.77
Worst Rolling Year
-4.87%
13.91%
Value at Worst Rolling Year
₹0.95 Cr
₹1.14 Cr
Deepest Drawdown
−22.42%
−14.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
16.42%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 47% · M 22% · S 18%
—
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%
HDFC Flexi Cap Fund - Direct (G) · 16.48%
Kotak Flexi Cap Fund - Direct (G) · 13.26%
Kotak Quant Fund - Direct (G) · 12.39%
HDFC Large & Mid Cap Fund - Direct (G) · 9.96%
Kotak Active Momentum Fund - Direct (G) · 9.47%
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%
1% / – / –