Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Right Horizons - Super Value Fund
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%
3.00%
6 Months
7.53%
20.83%
1 Year
10.69%
12.18%
3 Years
9.96%
13.97%
5 Years
10.97%
17.12%
Since Inception
20.53%
15.75%
Fund Age
14 yrs 7 mo
13 yrs 8 mo
AUM
₹132.39 Cr
₹205.48 Cr
Alpha – 1 Year
5.97%
9.20%
Alpha – 3 Years
−2.13%
2.09%
Information Ratio – 3 Years
-0.28
0.40
Volatility – 1 Year
20.88%
27.53%
Volatility – 3 Years
19.08%
22.15%
Beta – 1 Year
1.15
1.45
Beta – 3 Years
1.12
1.20
Sharpe Ratio – 1 Year
0.34
0.35
Sharpe Ratio – 3 Years
0.32
0.55
Worst Rolling Year
-4.87%
-9.57%
Value at Worst Rolling Year
₹0.95 Cr
₹0.90 Cr
Deepest Drawdown
−22.42%
−29.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
93.51%
Median Rolling Year
20.05%
17.67%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 47% · M 22% · S 18%
L 17% · M 21% · S 60%
Number of Stocks
23
30
Portfolio P/E
60.38
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
—
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
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%