Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
−0.04%
6 Months
7.53%
0.28%
1 Year
10.69%
2.14%
3 Years
9.96%
10.02%
5 Years
10.97%
13.15%
Since Inception
20.53%
11.46%
Fund Age
14 yrs 7 mo
8 yrs 7 mo
AUM
₹132.39 Cr
₹585.94 Cr
Alpha – 1 Year
5.97%
2.49%
Alpha – 3 Years
−2.13%
1.02%
Information Ratio – 3 Years
-0.28
0.18
Volatility – 1 Year
20.88%
16.38%
Volatility – 3 Years
19.08%
14.42%
Beta – 1 Year
1.15
1.00
Beta – 3 Years
1.12
0.96
Sharpe Ratio – 1 Year
0.34
-0.13
Sharpe Ratio – 3 Years
0.32
0.38
Worst Rolling Year
-4.87%
3.37%
Value at Worst Rolling Year
₹0.95 Cr
₹1.03 Cr
Deepest Drawdown
−22.42%
−17.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 65% · M 26% · S 8%
Number of Stocks
23
31
Portfolio P/E
60.38
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
—
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
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%