Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Ksema - Alpha
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Ksema - Alpha
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%
1.08%
6 Months
7.53%
1.74%
1 Year
10.69%
10.49%
3 Years
9.96%
12.80%
5 Years
10.97%
12.91%
Since Inception
20.53%
15.37%
Fund Age
14 yrs 7 mo
7 yrs 7 mo
AUM
₹132.39 Cr
₹15.96 Cr
Alpha – 1 Year
5.97%
10.84%
Alpha – 3 Years
−2.13%
3.80%
Information Ratio – 3 Years
-0.28
0.47
Volatility – 1 Year
20.88%
19.22%
Volatility – 3 Years
19.08%
17.53%
Beta – 1 Year
1.15
1.18
Beta – 3 Years
1.12
1.15
Sharpe Ratio – 1 Year
0.34
0.34
Sharpe Ratio – 3 Years
0.32
0.48
Worst Rolling Year
-4.87%
12.46%
Value at Worst Rolling Year
₹0.95 Cr
₹1.12 Cr
Deepest Drawdown
−22.42%
−19.38%
Recovery Period
Not yet recovered
275 days
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
18.63%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 64% · M 15% · S 21%
Number of Stocks
23
38
Portfolio P/E
60.38
24.65
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 · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
Top Sectors
—
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
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% / 1%