Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Purnartha Pratham Strategy
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%
5.49%
6 Months
7.53%
9.46%
1 Year
10.69%
17.52%
3 Years
9.96%
14.28%
5 Years
10.97%
9.02%
Since Inception
20.53%
12.49%
Fund Age
14 yrs 7 mo
5 yrs 11 mo
AUM
₹132.39 Cr
₹1,633.45 Cr
Alpha – 1 Year
5.97%
12.80%
Alpha – 3 Years
−2.13%
2.19%
Information Ratio – 3 Years
-0.28
0.28
Volatility – 1 Year
20.88%
23.87%
Volatility – 3 Years
19.08%
18.97%
Beta – 1 Year
1.15
1.12
Beta – 3 Years
1.12
1.06
Sharpe Ratio – 1 Year
0.34
0.57
Sharpe Ratio – 3 Years
0.32
0.55
Worst Rolling Year
-4.87%
7.21%
Value at Worst Rolling Year
₹0.95 Cr
₹1.07 Cr
Deepest Drawdown
−22.42%
−20.29%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
13.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 14% · M 11% · S 40%
Number of Stocks
23
—
Portfolio P/E
60.38
24.05
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%
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%