Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Shree dynamic plan
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Shree dynamic plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
1.81%
6 Months
7.53%
1.04%
1 Year
10.69%
0.26%
3 Years
9.96%
5.24%
5 Years
10.97%
—
Since Inception
20.53%
8.72%
Fund Age
14 yrs 7 mo
3 yrs 3 mo
AUM
₹132.39 Cr
₹10.49 Cr
Alpha – 1 Year
5.97%
−5.71%
Alpha – 3 Years
−2.13%
−5.66%
Information Ratio – 3 Years
-0.28
-0.42
Volatility – 1 Year
20.88%
12.03%
Volatility – 3 Years
19.08%
9.92%
Beta – 1 Year
1.15
1.11
Beta – 3 Years
1.12
1.06
Sharpe Ratio – 1 Year
0.34
-0.37
Sharpe Ratio – 3 Years
0.32
0.02
Worst Rolling Year
-4.87%
4.93%
Value at Worst Rolling Year
₹0.95 Cr
₹1.05 Cr
Deepest Drawdown
−22.42%
−12.18%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
6.41%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 47% · M 22% · S 18%
—
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%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%