Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
TRADESWIFT BROKING-MULTI ASSET
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%
0.77%
6 Months
7.53%
11.30%
1 Year
10.69%
5.88%
3 Years
9.96%
—
5 Years
10.97%
—
Since Inception
20.53%
10.85%
Fund Age
14 yrs 7 mo
2 yrs 5 mo
AUM
₹132.39 Cr
₹45.96 Cr
Alpha – 1 Year
5.97%
−0.98%
Alpha – 3 Years
−2.13%
—
Information Ratio – 3 Years
-0.28
—
Volatility – 1 Year
20.88%
21.88%
Volatility – 3 Years
19.08%
—
Beta – 1 Year
1.15
2.00
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
0.34
0.12
Sharpe Ratio – 3 Years
0.32
—
Worst Rolling Year
-4.87%
—
Value at Worst Rolling Year
₹0.95 Cr
—
Deepest Drawdown
−22.42%
−19.87%
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 12% · M 4% · S 66%
Number of Stocks
23
39
Portfolio P/E
60.38
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
—
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1.5% / 1%