Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Motilal Oswal - Ethical
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%
1.53%
6 Months
7.53%
18.13%
1 Year
10.69%
13.15%
3 Years
9.96%
14.12%
5 Years
10.97%
11.96%
Since Inception
20.53%
13.25%
Fund Age
14 yrs 7 mo
5 yrs 1 mo
AUM
₹132.39 Cr
₹77.09 Cr
Alpha – 1 Year
5.97%
10.17%
Alpha – 3 Years
−2.13%
2.24%
Information Ratio – 3 Years
-0.28
0.36
Volatility – 1 Year
20.88%
23.76%
Volatility – 3 Years
19.08%
19.81%
Beta – 1 Year
1.15
1.23
Beta – 3 Years
1.12
1.14
Sharpe Ratio – 1 Year
0.34
0.40
Sharpe Ratio – 3 Years
0.32
0.50
Worst Rolling Year
-4.87%
8.04%
Value at Worst Rolling Year
₹0.95 Cr
₹1.08 Cr
Deepest Drawdown
−22.42%
−27.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
16.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 28% · M 28% · S 44%
Number of Stocks
23
20
Portfolio P/E
60.38
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
—
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%