Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
ORO-Alpha Value
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%
0.44%
6 Months
7.53%
5.47%
1 Year
10.69%
6.35%
3 Years
9.96%
—
5 Years
10.97%
—
Since Inception
20.53%
6.04%
Fund Age
14 yrs 7 mo
3 yrs 8 mo
AUM
₹132.39 Cr
₹1.28 Cr
Alpha – 1 Year
5.97%
3.37%
Alpha – 3 Years
−2.13%
—
Information Ratio – 3 Years
-0.28
—
Volatility – 1 Year
20.88%
17.26%
Volatility – 3 Years
19.08%
15.80%
Beta – 1 Year
1.15
0.95
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
0.34
0.12
Sharpe Ratio – 3 Years
0.32
0.10
Worst Rolling Year
-4.87%
—
Value at Worst Rolling Year
₹0.95 Cr
—
Deepest Drawdown
−22.42%
−17.83%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
—
Median Rolling Year
20.05%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 47% · M 22% · S 18%
L 42% · M 17% · S 27%
Number of Stocks
23
24
Portfolio P/E
60.38
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
—
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%