Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs Alchemy High Growth
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
Alchemy High Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.82%
4.23%
6 Months
7.57%
0.96%
1 Year
24.83%
14.90%
3 Years
11.31%
14.68%
5 Years
11.03%
10.31%
Since Inception
14.72%
19.96%
Fund Age
7 yrs 4 mo
24 yrs 3 mo
AUM
₹2.98 Cr
₹757.54 Cr
Alpha – 1 Year
20.11%
10.18%
Alpha – 3 Years
−0.77%
2.59%
Information Ratio – 3 Years
-0.21
0.54
Volatility – 1 Year
23.09%
22.77%
Volatility – 3 Years
22.29%
22.88%
Beta – 1 Year
1.17
1.00
Beta – 3 Years
1.15
1.22
Sharpe Ratio – 1 Year
0.85
0.49
Sharpe Ratio – 3 Years
0.40
0.49
Worst Rolling Year
5.08%
-9.25%
Value at Worst Rolling Year
₹1.05 Cr
₹0.91 Cr
Deepest Drawdown
−34.65%
−36.23%
Recovery Period
Not yet recovered
395 days
1-Year Rolling Windows Positive
100.00%
90.02%
Median Rolling Year
17.38%
15.11%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 99%
L 41% · M 14% · S 34%
Number of Stocks
10
62
Portfolio P/E
24.78
36.83
Top 5 Holdings
National Aluminium Company Ltd · 10.44%
Aditya Birla Capital Ltd · 10.26%
Indian Bank · 10.17%
Glenmark Pharmaceuticals Ltd · 10.05%
Bharat Heavy Electricals Ltd · 10.04%
Multi Commodity Exchange of India Ltd · 7.33%
BSE Ltd · 5.86%
National Aluminium Company Ltd · 5.30%
Lloyds Metals & Energy Ltd · 5.06%
Nippon Life India Asset Management Ltd · 4.84%
Top Sectors
Financial Services · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%