Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs PGIM India - Phoenix Portfolio
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
PGIM India - Phoenix 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%
3.66%
6 Months
7.53%
18.51%
1 Year
10.69%
2.32%
3 Years
9.96%
8.56%
5 Years
10.97%
13.23%
Since Inception
20.53%
12.52%
Fund Age
14 yrs 7 mo
10 yrs
AUM
₹132.39 Cr
₹60.22 Cr
Alpha – 1 Year
5.97%
2.67%
Alpha – 3 Years
−2.13%
−0.44%
Information Ratio – 3 Years
-0.28
-0.03
Volatility – 1 Year
20.88%
27.56%
Volatility – 3 Years
19.08%
21.93%
Beta – 1 Year
1.15
1.33
Beta – 3 Years
1.12
1.17
Sharpe Ratio – 1 Year
0.34
0.01
Sharpe Ratio – 3 Years
0.32
0.24
Worst Rolling Year
-4.87%
-13.90%
Value at Worst Rolling Year
₹0.95 Cr
₹0.86 Cr
Deepest Drawdown
−22.42%
−31.68%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
85.20%
Median Rolling Year
20.05%
15.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
M 3% · S 93%
Number of Stocks
23
26
Portfolio P/E
60.38
25.30
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%
Electronics Mart India Ltd · 4.99%
Gokaldas Exports Ltd · 4.97%
Cartrade Tech Ltd · 4.91%
Power Mech Projects Ltd · 4.75%
Sai Life Sciences Ltd · 4.50%
Top Sectors
—
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%