Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
ORO - All Weather Portfolio
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%
−0.19%
6 Months
7.53%
−0.42%
1 Year
10.69%
−4.58%
3 Years
9.96%
16.32%
5 Years
10.97%
13.17%
Since Inception
20.53%
13.94%
Fund Age
14 yrs 7 mo
6 yrs 6 mo
AUM
₹132.39 Cr
₹13.16 Cr
Alpha – 1 Year
5.97%
−7.56%
Alpha – 3 Years
−2.13%
4.42%
Information Ratio – 3 Years
-0.28
0.49
Volatility – 1 Year
20.88%
16.90%
Volatility – 3 Years
19.08%
17.54%
Beta – 1 Year
1.15
0.86
Beta – 3 Years
1.12
0.99
Sharpe Ratio – 1 Year
0.34
-0.52
Sharpe Ratio – 3 Years
0.32
0.69
Worst Rolling Year
-4.87%
3.91%
Value at Worst Rolling Year
₹0.95 Cr
₹1.04 Cr
Deepest Drawdown
−22.42%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 66% · M 23%
Number of Stocks
23
20
Portfolio P/E
60.38
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
—
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%