Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Nippon - Emerging India - EIP
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Nippon - Emerging India - EIP
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%
2.63%
6 Months
7.53%
13.11%
1 Year
10.69%
15.44%
3 Years
9.96%
15.82%
5 Years
10.97%
15.29%
Since Inception
20.53%
15.37%
Fund Age
14 yrs 7 mo
9 yrs 4 mo
AUM
₹132.39 Cr
₹32.48 Cr
Alpha – 1 Year
5.97%
10.72%
Alpha – 3 Years
−2.13%
3.73%
Information Ratio – 3 Years
-0.28
0.69
Volatility – 1 Year
20.88%
17.99%
Volatility – 3 Years
19.08%
17.45%
Beta – 1 Year
1.15
0.99
Beta – 3 Years
1.12
1.02
Sharpe Ratio – 1 Year
0.34
0.59
Sharpe Ratio – 3 Years
0.32
0.71
Worst Rolling Year
-4.87%
-6.27%
Value at Worst Rolling Year
₹0.95 Cr
₹0.94 Cr
Deepest Drawdown
−22.42%
−21.15%
Recovery Period
Not yet recovered
474 days
1-Year Rolling Windows Positive
96.43%
92.43%
Median Rolling Year
20.05%
21.04%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 8% · M 22% · S 44%
Number of Stocks
23
30
Portfolio P/E
60.38
30.67
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 · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
Top Sectors
—
Financial Services · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
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%