Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Right Horizons - Alliance
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%
1.80%
6 Months
7.53%
2.80%
1 Year
10.69%
4.89%
3 Years
9.96%
12.23%
5 Years
10.97%
10.64%
Since Inception
20.53%
8.93%
Fund Age
14 yrs 7 mo
12 yrs
AUM
₹132.39 Cr
₹134.76 Cr
Alpha – 1 Year
5.97%
−1.08%
Alpha – 3 Years
−2.13%
1.34%
Information Ratio – 3 Years
-0.28
0.07
Volatility – 1 Year
20.88%
10.79%
Volatility – 3 Years
19.08%
9.62%
Beta – 1 Year
1.15
1.04
Beta – 3 Years
1.12
1.10
Sharpe Ratio – 1 Year
0.34
-0.01
Sharpe Ratio – 3 Years
0.32
0.69
Worst Rolling Year
-4.87%
0.05%
Value at Worst Rolling Year
₹0.95 Cr
₹1.00 Cr
Deepest Drawdown
−22.42%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
96.43%
99.79%
Median Rolling Year
20.05%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 50% · M 11% · S 8%
Number of Stocks
23
33
Portfolio P/E
60.38
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
—
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –