Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Master Trust India Growth Strategy
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Master Trust India Growth Strategy
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%
5.45%
6 Months
7.53%
16.85%
1 Year
10.69%
9.30%
3 Years
9.96%
14.05%
5 Years
10.97%
14.30%
Since Inception
20.53%
24.29%
Fund Age
14 yrs 7 mo
14 yrs 10 mo
AUM
₹132.39 Cr
₹372.24 Cr
Alpha – 1 Year
5.97%
4.58%
Alpha – 3 Years
−2.13%
1.97%
Information Ratio – 3 Years
-0.28
0.33
Volatility – 1 Year
20.88%
21.18%
Volatility – 3 Years
19.08%
20.18%
Beta – 1 Year
1.15
1.04
Beta – 3 Years
1.12
1.12
Sharpe Ratio – 1 Year
0.34
0.27
Sharpe Ratio – 3 Years
0.32
0.49
Worst Rolling Year
-4.87%
-10.46%
Value at Worst Rolling Year
₹0.95 Cr
₹0.90 Cr
Deepest Drawdown
−22.42%
−23.77%
Recovery Period
Not yet recovered
99 days
1-Year Rolling Windows Positive
96.43%
93.61%
Median Rolling Year
20.05%
27.35%
5-Year Rolling Windows Positive
100.00%
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%
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1.5% / 0.5%