Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Systamatix - Dynamic Investment
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%
7.60%
6 Months
7.53%
26.61%
1 Year
10.69%
33.69%
3 Years
9.96%
25.74%
5 Years
10.97%
21.83%
Since Inception
20.53%
—
Fund Age
14 yrs 7 mo
8 yrs 4 mo
AUM
₹132.39 Cr
₹158.52 Cr
Alpha – 1 Year
5.97%
29.93%
Alpha – 3 Years
−2.13%
14.85%
Information Ratio – 3 Years
-0.28
1.52
Volatility – 1 Year
20.88%
19.82%
Volatility – 3 Years
19.08%
19.44%
Beta – 1 Year
1.15
1.03
Beta – 3 Years
1.12
1.06
Sharpe Ratio – 1 Year
0.34
1.29
Sharpe Ratio – 3 Years
0.32
1.16
Worst Rolling Year
-4.87%
—
Value at Worst Rolling Year
₹0.95 Cr
—
Deepest Drawdown
−22.42%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
96.43%
—
Median Rolling Year
20.05%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 47% · M 22% · S 18%
L 31% · M 28% · S 38%
Number of Stocks
23
20
Portfolio P/E
60.38
—
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%