Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Wealth Managers - Focused Leadership 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%
4.79%
6 Months
7.53%
13.10%
1 Year
10.69%
18.11%
3 Years
9.96%
14.56%
5 Years
10.97%
8.71%
Since Inception
20.53%
13.67%
Fund Age
14 yrs 7 mo
11 yrs 2 mo
AUM
₹132.39 Cr
₹138.06 Cr
Alpha – 1 Year
5.97%
18.46%
Alpha – 3 Years
−2.13%
5.57%
Information Ratio – 3 Years
-0.28
0.62
Volatility – 1 Year
20.88%
22.83%
Volatility – 3 Years
19.08%
16.72%
Beta – 1 Year
1.15
1.29
Beta – 3 Years
1.12
1.00
Sharpe Ratio – 1 Year
0.34
0.61
Sharpe Ratio – 3 Years
0.32
0.55
Worst Rolling Year
-4.87%
-8.44%
Value at Worst Rolling Year
₹0.95 Cr
₹0.92 Cr
Deepest Drawdown
−22.42%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
96.43%
92.53%
Median Rolling Year
20.05%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 38% · M 14% · S 45%
Number of Stocks
23
18
Portfolio P/E
60.38
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%