Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.46%
10.15%
6 Months
7.53%
31.39%
1 Year
10.69%
26.01%
3 Years
9.96%
19.28%
5 Years
10.97%
23.67%
Since Inception
20.53%
28.23%
Fund Age
14 yrs 7 mo
5 yrs 4 mo
AUM
₹132.39 Cr
₹483.07 Cr
Alpha – 1 Year
5.97%
21.29%
Alpha – 3 Years
−2.13%
7.19%
Information Ratio – 3 Years
-0.28
0.38
Volatility – 1 Year
20.88%
27.77%
Volatility – 3 Years
19.08%
26.19%
Beta – 1 Year
1.15
1.29
Beta – 3 Years
1.12
1.20
Sharpe Ratio – 1 Year
0.34
0.78
Sharpe Ratio – 3 Years
0.32
0.61
Worst Rolling Year
-4.87%
19.29%
Value at Worst Rolling Year
₹0.95 Cr
₹1.19 Cr
Deepest Drawdown
−22.42%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 12% · M 6% · S 81%
Number of Stocks
23
63
Portfolio P/E
60.38
62.66
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%
—
Top Sectors
—
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%