Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Quest Investment Managers – Flagship
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%
6.42%
6 Months
7.53%
15.63%
1 Year
10.69%
0.27%
3 Years
9.96%
12.69%
5 Years
10.97%
8.81%
Since Inception
20.53%
15.48%
Fund Age
14 yrs 7 mo
18 yrs 10 mo
AUM
₹132.39 Cr
₹406.27 Cr
Alpha – 1 Year
5.97%
−4.45%
Alpha – 3 Years
−2.13%
0.61%
Information Ratio – 3 Years
-0.28
0.21
Volatility – 1 Year
20.88%
22.89%
Volatility – 3 Years
19.08%
19.09%
Beta – 1 Year
1.15
1.13
Beta – 3 Years
1.12
1.05
Sharpe Ratio – 1 Year
0.34
-0.11
Sharpe Ratio – 3 Years
0.32
0.45
Worst Rolling Year
-4.87%
-10.83%
Value at Worst Rolling Year
₹0.95 Cr
₹0.89 Cr
Deepest Drawdown
−22.42%
−31.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
91.19%
Median Rolling Year
20.05%
17.32%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 28% · M 26% · S 45%
Number of Stocks
23
29
Portfolio P/E
60.38
38.78
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%
Eternal Ltd · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
—
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
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%