Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Right Horizons - Alphabots India 100
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%
4.29%
6 Months
7.53%
2.17%
1 Year
10.69%
7.07%
3 Years
9.96%
15.12%
5 Years
10.97%
—
Since Inception
20.53%
19.80%
Fund Age
14 yrs 7 mo
7 yrs 3 mo
AUM
₹132.39 Cr
₹7.19 Cr
Alpha – 1 Year
5.97%
7.50%
Alpha – 3 Years
−2.13%
6.56%
Information Ratio – 3 Years
-0.28
1.22
Volatility – 1 Year
20.88%
19.38%
Volatility – 3 Years
19.08%
16.31%
Beta – 1 Year
1.15
1.18
Beta – 3 Years
1.12
1.13
Sharpe Ratio – 1 Year
0.34
0.17
Sharpe Ratio – 3 Years
0.32
0.62
Worst Rolling Year
-4.87%
14.31%
Value at Worst Rolling Year
₹0.95 Cr
₹1.14 Cr
Deepest Drawdown
−22.42%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
16.29%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 47% · M 22% · S 18%
L 73% · M 25%
Number of Stocks
23
100
Portfolio P/E
60.38
27.01
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 · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
—
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
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% / –