Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Right Horizons - All Seasons
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%
1.32%
6 Months
7.53%
3.83%
1 Year
10.69%
9.77%
3 Years
9.96%
13.19%
5 Years
10.97%
12.01%
Since Inception
20.53%
14.38%
Fund Age
14 yrs 7 mo
6 yrs 8 mo
AUM
₹132.39 Cr
₹42.66 Cr
Alpha – 1 Year
5.97%
3.80%
Alpha – 3 Years
−2.13%
2.30%
Information Ratio – 3 Years
-0.28
0.23
Volatility – 1 Year
20.88%
15.84%
Volatility – 3 Years
19.08%
12.64%
Beta – 1 Year
1.15
1.56
Beta – 3 Years
1.12
1.48
Sharpe Ratio – 1 Year
0.34
0.32
Sharpe Ratio – 3 Years
0.32
0.70
Worst Rolling Year
-4.87%
9.09%
Value at Worst Rolling Year
₹0.95 Cr
₹1.09 Cr
Deepest Drawdown
−22.42%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 37% · M 21% · S 27%
Number of Stocks
23
16
Portfolio P/E
60.38
—
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
—
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%