Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Nippon - Absolute Freedom - ABS
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%
5.68%
6 Months
7.53%
10.98%
1 Year
10.69%
10.72%
3 Years
9.96%
15.83%
5 Years
10.97%
13.58%
Since Inception
20.53%
14.48%
Fund Age
14 yrs 7 mo
21 yrs 11 mo
AUM
₹132.39 Cr
₹8.51 Cr
Alpha – 1 Year
5.97%
6.00%
Alpha – 3 Years
−2.13%
3.74%
Information Ratio – 3 Years
-0.28
0.71
Volatility – 1 Year
20.88%
16.38%
Volatility – 3 Years
19.08%
14.45%
Beta – 1 Year
1.15
0.87
Beta – 3 Years
1.12
0.89
Sharpe Ratio – 1 Year
0.34
0.33
Sharpe Ratio – 3 Years
0.32
0.72
Worst Rolling Year
-4.87%
-12.28%
Value at Worst Rolling Year
₹0.95 Cr
₹0.88 Cr
Deepest Drawdown
−22.42%
−17.66%
Recovery Period
Not yet recovered
197 days
1-Year Rolling Windows Positive
96.43%
90.88%
Median Rolling Year
20.05%
13.32%
5-Year Rolling Windows Positive
100.00%
98.04%
Market-Cap Mix
L 47% · M 22% · S 18%
L 23% · M 15% · S 43%
Number of Stocks
23
30
Portfolio P/E
60.38
39.84
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%
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
Top Sectors
—
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
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%