Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
SBI MF - ESG Portfolio
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%
2.26%
6 Months
7.53%
18.40%
1 Year
10.69%
9.21%
3 Years
9.96%
13.13%
5 Years
10.97%
13.39%
Since Inception
20.53%
14.83%
Fund Age
14 yrs 7 mo
10 yrs
AUM
₹132.39 Cr
₹666.2 Cr
Alpha – 1 Year
5.97%
9.64%
Alpha – 3 Years
−2.13%
4.56%
Information Ratio – 3 Years
-0.28
0.38
Volatility – 1 Year
20.88%
18.95%
Volatility – 3 Years
19.08%
16.01%
Beta – 1 Year
1.15
0.98
Beta – 3 Years
1.12
0.90
Sharpe Ratio – 1 Year
0.34
0.27
Sharpe Ratio – 3 Years
0.32
0.52
Worst Rolling Year
-4.87%
-3.31%
Value at Worst Rolling Year
₹0.95 Cr
₹0.97 Cr
Deepest Drawdown
−22.42%
−20.80%
Recovery Period
Not yet recovered
109 days
1-Year Rolling Windows Positive
96.43%
96.71%
Median Rolling Year
20.05%
17.72%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 13% · M 17% · S 66%
Number of Stocks
23
—
Portfolio P/E
60.38
—
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%
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
Top Sectors
—
—
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%