Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
7.53%
31.10%
1 Year
10.69%
52.47%
3 Years
9.96%
17.74%
5 Years
10.97%
16.38%
Since Inception
20.53%
15.58%
Fund Age
14 yrs 7 mo
16 yrs 9 mo
AUM
₹132.39 Cr
₹132.42 Cr
Alpha – 1 Year
5.97%
47.75%
Alpha – 3 Years
−2.13%
5.65%
Information Ratio – 3 Years
-0.28
0.46
Volatility – 1 Year
20.88%
26.74%
Volatility – 3 Years
19.08%
21.32%
Beta – 1 Year
1.15
1.30
Beta – 3 Years
1.12
0.97
Sharpe Ratio – 1 Year
0.34
1.52
Sharpe Ratio – 3 Years
0.32
0.68
Worst Rolling Year
-4.87%
-15.93%
Value at Worst Rolling Year
₹0.95 Cr
₹0.84 Cr
Deepest Drawdown
−22.42%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
96.43%
89.14%
Median Rolling Year
20.05%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 47% · M 22% · S 18%
M 9% · S 83%
Number of Stocks
23
26
Portfolio P/E
60.38
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
—
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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%