Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
NJ - Bluechip
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%
−1.21%
6 Months
7.53%
5.09%
1 Year
10.69%
0.26%
3 Years
9.96%
9.53%
5 Years
10.97%
5.40%
Since Inception
20.53%
12.09%
Fund Age
14 yrs 7 mo
8 yrs 5 mo
AUM
₹132.39 Cr
₹1,644.09 Cr
Alpha – 1 Year
5.97%
0.61%
Alpha – 3 Years
−2.13%
0.54%
Information Ratio – 3 Years
-0.28
0.06
Volatility – 1 Year
20.88%
17.94%
Volatility – 3 Years
19.08%
17.25%
Beta – 1 Year
1.15
1.03
Beta – 3 Years
1.12
1.11
Sharpe Ratio – 1 Year
0.34
-0.20
Sharpe Ratio – 3 Years
0.32
0.31
Worst Rolling Year
-4.87%
2.29%
Value at Worst Rolling Year
₹0.95 Cr
₹1.02 Cr
Deepest Drawdown
−22.42%
−21.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
16.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 49% · M 36% · S 14%
Number of Stocks
23
20
Portfolio P/E
60.38
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
—
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%