Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
7.53%
24.02%
1 Year
10.69%
36.06%
3 Years
9.96%
24.43%
5 Years
10.97%
16.10%
Since Inception
20.53%
15.98%
Fund Age
14 yrs 7 mo
14 yrs 10 mo
AUM
₹132.39 Cr
₹214.08 Cr
Alpha – 1 Year
5.97%
31.34%
Alpha – 3 Years
−2.13%
12.34%
Information Ratio – 3 Years
-0.28
1.07
Volatility – 1 Year
20.88%
26.85%
Volatility – 3 Years
19.08%
19.70%
Beta – 1 Year
1.15
1.34
Beta – 3 Years
1.12
1.03
Sharpe Ratio – 1 Year
0.34
1.08
Sharpe Ratio – 3 Years
0.32
0.96
Worst Rolling Year
-4.87%
-9.81%
Value at Worst Rolling Year
₹0.95 Cr
₹0.90 Cr
Deepest Drawdown
−22.42%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
96.43%
90.43%
Median Rolling Year
20.05%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 40% · M 33% · S 24%
Number of Stocks
23
31
Portfolio P/E
60.38
42.55
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 · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
—
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%