Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Nippon - Indian Economic Transformation - ETP
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Nippon - Indian Economic Transformation - ETP
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%
3.08%
6 Months
7.53%
9.19%
1 Year
10.69%
9.02%
3 Years
9.96%
14.71%
5 Years
10.97%
10.31%
Since Inception
20.53%
14.95%
Fund Age
14 yrs 7 mo
7 yrs 10 mo
AUM
₹132.39 Cr
₹42.73 Cr
Alpha – 1 Year
5.97%
4.30%
Alpha – 3 Years
−2.13%
2.62%
Information Ratio – 3 Years
-0.28
0.63
Volatility – 1 Year
20.88%
17.52%
Volatility – 3 Years
19.08%
14.89%
Beta – 1 Year
1.15
0.97
Beta – 3 Years
1.12
0.92
Sharpe Ratio – 1 Year
0.34
0.26
Sharpe Ratio – 3 Years
0.32
0.66
Worst Rolling Year
-4.87%
8.19%
Value at Worst Rolling Year
₹0.95 Cr
₹1.08 Cr
Deepest Drawdown
−22.42%
−18.24%
Recovery Period
Not yet recovered
238 days
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
16.27%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 18% · M 16% · S 37%
Number of Stocks
23
30
Portfolio P/E
60.38
31.64
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 · 20.96%
Cash & Cash Equivalent · 7.28%
Aster DM Quality Care Ltd · 3.76%
Neuland Laboratories Ltd · 3.55%
Delhivery Ltd · 3.54%
Top Sectors
—
Financial Services · 34.33%
Healthcare · 12.55%
Capital Goods · 4.50%
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%