Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
2.20%
6 Months
7.53%
6.00%
1 Year
10.69%
4.90%
3 Years
9.96%
18.50%
5 Years
10.97%
—
Since Inception
20.53%
16.60%
Fund Age
14 yrs 7 mo
3 yrs
AUM
₹132.39 Cr
₹209.72 Cr
Alpha – 1 Year
5.97%
0.20%
Alpha – 3 Years
−2.13%
6.40%
Information Ratio – 3 Years
-0.28
1.16
Volatility – 1 Year
20.88%
19.79%
Volatility – 3 Years
19.08%
17.07%
Beta – 1 Year
1.15
1.06
Beta – 3 Years
1.12
1.05
Sharpe Ratio – 1 Year
0.34
0.07
Sharpe Ratio – 3 Years
0.32
0.81
Worst Rolling Year
-4.87%
18.52%
Value at Worst Rolling Year
₹0.95 Cr
₹1.19 Cr
Deepest Drawdown
−22.42%
−19.68%
Recovery Period
Not yet recovered
230 days
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
18.77%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 47% · M 22% · S 18%
L 67% · M 33%
Number of Stocks
23
24
Portfolio P/E
60.38
40.00
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%
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
—
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%