Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Silver Arch - India Equity 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%
6.91%
6 Months
7.53%
15.63%
1 Year
10.69%
20.01%
3 Years
9.96%
17.10%
5 Years
10.97%
15.64%
Since Inception
20.53%
13.05%
Fund Age
14 yrs 7 mo
8 yrs 11 mo
AUM
₹132.39 Cr
₹46.46 Cr
Alpha – 1 Year
5.97%
15.29%
Alpha – 3 Years
−2.13%
5.01%
Information Ratio – 3 Years
-0.28
0.88
Volatility – 1 Year
20.88%
20.61%
Volatility – 3 Years
19.08%
19.98%
Beta – 1 Year
1.15
0.94
Beta – 3 Years
1.12
1.02
Sharpe Ratio – 1 Year
0.34
0.73
Sharpe Ratio – 3 Years
0.32
0.85
Worst Rolling Year
-4.87%
-3.76%
Value at Worst Rolling Year
₹0.95 Cr
₹0.96 Cr
Deepest Drawdown
−22.42%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
96.43%
93.14%
Median Rolling Year
20.05%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 27% · M 34% · S 33%
Number of Stocks
23
25
Portfolio P/E
60.38
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
—
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%