Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Wallfort-Ameya Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.46%
9.87%
6 Months
7.53%
46.37%
1 Year
10.69%
29.61%
3 Years
9.96%
24.62%
5 Years
10.97%
—
Since Inception
20.53%
39.89%
Fund Age
14 yrs 7 mo
20 mo
AUM
₹132.39 Cr
₹147.17 Cr
Alpha – 1 Year
5.97%
24.89%
Alpha – 3 Years
−2.13%
12.53%
Information Ratio – 3 Years
-0.28
—
Volatility – 1 Year
20.88%
25.97%
Volatility – 3 Years
19.08%
29.84%
Beta – 1 Year
1.15
1.03
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
0.34
0.92
Sharpe Ratio – 3 Years
0.32
1.29
Worst Rolling Year
-4.87%
—
Value at Worst Rolling Year
₹0.95 Cr
—
Deepest Drawdown
−22.42%
−21.24%
Recovery Period
Not yet recovered
58 days
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%
—
Number of Stocks
23
—
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%
Zaggle Prepaid Ocean Services Ltd · 13.46%
Entero Healthcare Solutions Ltd · 9.96%
Borosil Ltd · 9.07%
Triveni Engineering and Industries Ltd · 8.92%
Rategain Travel Technologies Ltd · 7.62%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%