Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
7.53%
10.94%
1 Year
10.69%
1.03%
3 Years
9.96%
11.45%
5 Years
10.97%
15.19%
Since Inception
20.53%
27.03%
Fund Age
14 yrs 7 mo
5 yrs 11 mo
AUM
₹132.39 Cr
₹298.71 Cr
Alpha – 1 Year
5.97%
−3.69%
Alpha – 3 Years
−2.13%
−0.64%
Information Ratio – 3 Years
-0.28
-0.04
Volatility – 1 Year
20.88%
27.68%
Volatility – 3 Years
19.08%
23.40%
Beta – 1 Year
1.15
1.45
Beta – 3 Years
1.12
1.22
Sharpe Ratio – 1 Year
0.34
-0.03
Sharpe Ratio – 3 Years
0.32
0.35
Worst Rolling Year
-4.87%
—
Value at Worst Rolling Year
₹0.95 Cr
—
Deepest Drawdown
−22.42%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
96.43%
—
Median Rolling Year
20.05%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 47% · M 22% · S 18%
L 2% · M 2% · S 86%
Number of Stocks
23
36
Portfolio P/E
60.38
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
—
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%