Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
5.72%
6 Months
7.53%
23.48%
1 Year
10.69%
38.68%
3 Years
9.96%
26.01%
5 Years
10.97%
16.58%
Since Inception
20.53%
18.98%
Fund Age
14 yrs 7 mo
16 yrs 6 mo
AUM
₹132.39 Cr
₹1,885.18 Cr
Alpha – 1 Year
5.97%
33.96%
Alpha – 3 Years
−2.13%
13.92%
Information Ratio – 3 Years
-0.28
1.27
Volatility – 1 Year
20.88%
28.06%
Volatility – 3 Years
19.08%
20.41%
Beta – 1 Year
1.15
1.39
Beta – 3 Years
1.12
1.06
Sharpe Ratio – 1 Year
0.34
1.12
Sharpe Ratio – 3 Years
0.32
1.06
Worst Rolling Year
-4.87%
-4.06%
Value at Worst Rolling Year
₹0.95 Cr
₹0.96 Cr
Deepest Drawdown
−22.42%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
96.43%
98.28%
Median Rolling Year
20.05%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 47% · M 22% · S 18%
L 40% · M 32% · S 24%
Number of Stocks
23
28
Portfolio P/E
60.38
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
—
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%