Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Marcellus - Consistent Compounders
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Marcellus - Consistent Compounders
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
4.02%
6 Months
7.53%
10.61%
1 Year
10.69%
3.27%
3 Years
9.96%
5.81%
5 Years
10.97%
4.77%
Since Inception
20.53%
12.23%
Fund Age
14 yrs 7 mo
7 yrs 7 mo
AUM
₹132.39 Cr
₹1,666.24 Cr
Alpha – 1 Year
5.97%
3.70%
Alpha – 3 Years
−2.13%
−2.76%
Information Ratio – 3 Years
-0.28
-0.29
Volatility – 1 Year
20.88%
19.50%
Volatility – 3 Years
19.08%
16.37%
Beta – 1 Year
1.15
1.09
Beta – 3 Years
1.12
1.05
Sharpe Ratio – 1 Year
0.34
-0.02
Sharpe Ratio – 3 Years
0.32
0.10
Worst Rolling Year
-4.87%
0.36%
Value at Worst Rolling Year
₹0.95 Cr
₹1.00 Cr
Deepest Drawdown
−22.42%
−23.56%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
99.77%
Median Rolling Year
20.05%
8.56%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 42% · M 32% · S 25%
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%
Trent Ltd · 8.00%
Divis Laboratories Ltd · 8.00%
Narayana Hrudayalaya Ltd · 7.50%
Asian Paints Ltd · 7.00%
Tube Investments of India Ltd · 7.00%
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% / 0% / 0%