Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
0.50%
6 Months
7.53%
2.02%
1 Year
10.69%
0.60%
3 Years
9.96%
8.21%
5 Years
10.97%
5.75%
Since Inception
20.53%
9.73%
Fund Age
14 yrs 7 mo
6 yrs
AUM
₹132.39 Cr
₹128.19 Cr
Alpha – 1 Year
5.97%
1.03%
Alpha – 3 Years
−2.13%
−0.36%
Information Ratio – 3 Years
-0.28
0.12
Volatility – 1 Year
20.88%
19.24%
Volatility – 3 Years
19.08%
14.76%
Beta – 1 Year
1.15
1.13
Beta – 3 Years
1.12
0.95
Sharpe Ratio – 1 Year
0.34
-0.16
Sharpe Ratio – 3 Years
0.32
0.24
Worst Rolling Year
-4.87%
0.20%
Value at Worst Rolling Year
₹0.95 Cr
₹1.00 Cr
Deepest Drawdown
−22.42%
−18.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
98.09%
Median Rolling Year
20.05%
8.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 47% · M 42% · S 11%
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%