Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Solidarity Advisors - Prudence
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%
8.45%
6 Months
7.53%
29.49%
1 Year
10.69%
37.09%
3 Years
9.96%
18.49%
5 Years
10.97%
12.39%
Since Inception
20.53%
18.64%
Fund Age
14 yrs 7 mo
10 yrs 3 mo
AUM
₹132.39 Cr
₹1,760.35 Cr
Alpha – 1 Year
5.97%
32.37%
Alpha – 3 Years
−2.13%
6.40%
Information Ratio – 3 Years
-0.28
0.52
Volatility – 1 Year
20.88%
25.02%
Volatility – 3 Years
19.08%
18.27%
Beta – 1 Year
1.15
1.22
Beta – 3 Years
1.12
0.89
Sharpe Ratio – 1 Year
0.34
1.18
Sharpe Ratio – 3 Years
0.32
0.74
Worst Rolling Year
-4.87%
-0.28%
Value at Worst Rolling Year
₹0.95 Cr
₹1.00 Cr
Deepest Drawdown
−22.42%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
96.43%
99.89%
Median Rolling Year
20.05%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 11% · S 71%
Number of Stocks
23
13
Portfolio P/E
60.38
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
—
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
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%