Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
0.36%
6 Months
7.53%
5.01%
1 Year
10.69%
−5.33%
3 Years
9.96%
1.25%
5 Years
10.97%
−1.56%
Since Inception
20.53%
10.94%
Fund Age
14 yrs 7 mo
6 yrs 11 mo
AUM
₹132.39 Cr
₹122.91 Cr
Alpha – 1 Year
5.97%
−8.31%
Alpha – 3 Years
−2.13%
−10.64%
Information Ratio – 3 Years
-0.28
-0.98
Volatility – 1 Year
20.88%
16.35%
Volatility – 3 Years
19.08%
16.88%
Beta – 1 Year
1.15
0.87
Beta – 3 Years
1.12
0.86
Sharpe Ratio – 1 Year
0.34
-0.59
Sharpe Ratio – 3 Years
0.32
-0.17
Worst Rolling Year
-4.87%
-5.79%
Value at Worst Rolling Year
₹0.95 Cr
₹0.94 Cr
Deepest Drawdown
−22.42%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
54.01%
Median Rolling Year
20.05%
1.42%
5-Year Rolling Windows Positive
100.00%
83.33%
Market-Cap Mix
L 47% · M 22% · S 18%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
—
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%