Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
3.93%
6 Months
7.53%
25.32%
1 Year
10.69%
18.21%
3 Years
9.96%
32.70%
5 Years
10.97%
23.63%
Since Inception
20.53%
28.38%
Fund Age
14 yrs 7 mo
7 yrs 10 mo
AUM
₹132.39 Cr
₹8,686.39 Cr
Alpha – 1 Year
5.97%
13.49%
Alpha – 3 Years
−2.13%
20.61%
Information Ratio – 3 Years
-0.28
1.92
Volatility – 1 Year
20.88%
22.97%
Volatility – 3 Years
19.08%
19.40%
Beta – 1 Year
1.15
1.12
Beta – 3 Years
1.12
0.98
Sharpe Ratio – 1 Year
0.34
0.61
Sharpe Ratio – 3 Years
0.32
1.30
Worst Rolling Year
-4.87%
17.00%
Value at Worst Rolling Year
₹0.95 Cr
₹1.17 Cr
Deepest Drawdown
−22.42%
−22.23%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
30.47%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 37% · M 30% · S 25%
Number of Stocks
23
43
Portfolio P/E
60.38
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
—
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%