Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Tcg India Investment Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
4.64%
6 Months
7.53%
20.32%
1 Year
10.69%
29.93%
3 Years
9.96%
—
5 Years
10.97%
—
Since Inception
20.53%
15.24%
Fund Age
14 yrs 7 mo
1 yr 9 mo
AUM
₹132.39 Cr
₹3.17 Cr
Alpha – 1 Year
5.97%
25.21%
Alpha – 3 Years
−2.13%
—
Information Ratio – 3 Years
-0.28
—
Volatility – 1 Year
20.88%
24.54%
Volatility – 3 Years
19.08%
—
Beta – 1 Year
1.15
1.19
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
0.34
0.97
Sharpe Ratio – 3 Years
0.32
—
Worst Rolling Year
-4.87%
—
Value at Worst Rolling Year
₹0.95 Cr
—
Deepest Drawdown
−22.42%
−12.48%
Recovery Period
Not yet recovered
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 28% · M 19% · S 50%
Number of Stocks
23
36
Portfolio P/E
60.38
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
—
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –