Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
MRG Capital - Wealth Protector
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%
0.67%
6 Months
7.53%
1.38%
1 Year
10.69%
7.78%
3 Years
9.96%
12.37%
5 Years
10.97%
10.07%
Since Inception
20.53%
13.18%
Fund Age
14 yrs 7 mo
6 yrs 8 mo
AUM
₹132.39 Cr
₹1.13 Cr
Alpha – 1 Year
5.97%
8.13%
Alpha – 3 Years
−2.13%
3.37%
Information Ratio – 3 Years
-0.28
0.42
Volatility – 1 Year
20.88%
17.12%
Volatility – 3 Years
19.08%
14.65%
Beta – 1 Year
1.15
0.93
Beta – 3 Years
1.12
0.90
Sharpe Ratio – 1 Year
0.34
0.21
Sharpe Ratio – 3 Years
0.32
0.51
Worst Rolling Year
-4.87%
10.01%
Value at Worst Rolling Year
₹0.95 Cr
₹1.10 Cr
Deepest Drawdown
−22.42%
−15.65%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
15.34%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 47% · M 22% · S 18%
L 34% · M 14% · S 34%
Number of Stocks
23
43
Portfolio P/E
60.38
30.39
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%
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
—
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%