Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
ValueQuest - Platinum
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%
2.62%
6 Months
7.53%
20.31%
1 Year
10.69%
5.50%
3 Years
9.96%
14.22%
5 Years
10.97%
16.13%
Since Inception
20.53%
18.70%
Fund Age
14 yrs 7 mo
9 yrs 8 mo
AUM
₹132.39 Cr
₹3,491.64 Cr
Alpha – 1 Year
5.97%
2.52%
Alpha – 3 Years
−2.13%
2.33%
Information Ratio – 3 Years
-0.28
0.19
Volatility – 1 Year
20.88%
25.24%
Volatility – 3 Years
19.08%
21.26%
Beta – 1 Year
1.15
1.29
Beta – 3 Years
1.12
1.17
Sharpe Ratio – 1 Year
0.34
0.11
Sharpe Ratio – 3 Years
0.32
0.48
Worst Rolling Year
-4.87%
-9.34%
Value at Worst Rolling Year
₹0.95 Cr
₹0.91 Cr
Deepest Drawdown
−22.42%
−6.25%
Recovery Period
Not yet recovered
13 days
1-Year Rolling Windows Positive
96.43%
93.29%
Median Rolling Year
20.05%
15.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 23% · M 15% · S 57%
Number of Stocks
23
30
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics Ltd
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 1%