Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
3.26%
6 Months
7.53%
4.03%
1 Year
10.69%
0.70%
3 Years
9.96%
10.01%
5 Years
10.97%
8.40%
Since Inception
20.53%
14.84%
Fund Age
14 yrs 7 mo
7 yrs 10 mo
AUM
₹132.39 Cr
₹2,937.84 Cr
Alpha – 1 Year
5.97%
−2.28%
Alpha – 3 Years
−2.13%
−1.88%
Information Ratio – 3 Years
-0.28
-0.37
Volatility – 1 Year
20.88%
17.90%
Volatility – 3 Years
19.08%
14.65%
Beta – 1 Year
1.15
1.00
Beta – 3 Years
1.12
0.93
Sharpe Ratio – 1 Year
0.34
-0.18
Sharpe Ratio – 3 Years
0.32
0.35
Worst Rolling Year
-4.87%
7.25%
Value at Worst Rolling Year
₹0.95 Cr
₹1.07 Cr
Deepest Drawdown
−22.42%
−18.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 58% · M 15% · S 26%
Number of Stocks
23
71
Portfolio P/E
60.38
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
—
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%