Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
MOAT - Special Opportunities Fund
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%
2.77%
6 Months
7.53%
8.02%
1 Year
10.69%
5.50%
3 Years
9.96%
7.60%
5 Years
10.97%
9.19%
Since Inception
20.53%
14.35%
Fund Age
14 yrs 7 mo
5 yrs 9 mo
AUM
₹132.39 Cr
₹11.85 Cr
Alpha – 1 Year
5.97%
0.78%
Alpha – 3 Years
−2.13%
−4.49%
Information Ratio – 3 Years
-0.28
-0.44
Volatility – 1 Year
20.88%
20.18%
Volatility – 3 Years
19.08%
17.74%
Beta – 1 Year
1.15
1.11
Beta – 3 Years
1.12
1.06
Sharpe Ratio – 1 Year
0.34
0.10
Sharpe Ratio – 3 Years
0.32
0.27
Worst Rolling Year
-4.87%
7.60%
Value at Worst Rolling Year
₹0.95 Cr
₹1.08 Cr
Deepest Drawdown
−22.42%
−24.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
14.22%
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%
Cash & Cash Equivalent · 9.14%
HDFC Bank Ltd · 7.48%
V I P Industries Ltd · 5.54%
Hindustan Unilever Ltd · 4.49%
Cummins India Ltd · 4.48%
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%