Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Renaissance - Midcap 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%
3.30%
6 Months
7.53%
9.86%
1 Year
10.69%
0.86%
3 Years
9.96%
8.29%
5 Years
10.97%
15.11%
Since Inception
20.53%
11.40%
Fund Age
14 yrs 7 mo
8 yrs 7 mo
AUM
₹132.39 Cr
₹119.22 Cr
Alpha – 1 Year
5.97%
1.21%
Alpha – 3 Years
−2.13%
−0.71%
Information Ratio – 3 Years
-0.28
-0.05
Volatility – 1 Year
20.88%
21.27%
Volatility – 3 Years
19.08%
19.22%
Beta – 1 Year
1.15
1.20
Beta – 3 Years
1.12
1.19
Sharpe Ratio – 1 Year
0.34
-0.10
Sharpe Ratio – 3 Years
0.32
0.25
Worst Rolling Year
-4.87%
0.71%
Value at Worst Rolling Year
₹0.95 Cr
₹1.01 Cr
Deepest Drawdown
−22.42%
−29.07%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
99.76%
Median Rolling Year
20.05%
19.48%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 2% · M 52% · S 44%
Number of Stocks
23
33
Portfolio P/E
60.38
31.12
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%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
—
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 0%