Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs Aurum Multiplier Portfolio
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
Aurum Multiplier Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.82%
3.22%
6 Months
7.57%
21.55%
1 Year
24.83%
12.76%
3 Years
11.31%
17.77%
5 Years
11.03%
17.56%
Since Inception
14.72%
17.72%
Fund Age
7 yrs 4 mo
6 yrs 8 mo
AUM
₹2.98 Cr
₹42.03 Cr
Alpha – 1 Year
20.11%
8.04%
Alpha – 3 Years
−0.77%
5.68%
Information Ratio – 3 Years
-0.21
0.47
Volatility – 1 Year
23.09%
28.82%
Volatility – 3 Years
22.29%
20.90%
Beta – 1 Year
1.17
1.51
Beta – 3 Years
1.15
1.13
Sharpe Ratio – 1 Year
0.85
0.37
Sharpe Ratio – 3 Years
0.40
0.64
Worst Rolling Year
5.08%
11.09%
Value at Worst Rolling Year
₹1.05 Cr
₹1.11 Cr
Deepest Drawdown
−34.65%
−23.45%
Recovery Period
Not yet recovered
91 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.38%
21.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 99%
—
Number of Stocks
10
—
Portfolio P/E
24.78
—
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%
Greaves Cotton Ltd · 0.00%
Welspun Corp Ltd · 0.00%
S J S Enterprises Ltd · 0.00%
Star Health & Allied Insurance Company Ltd · 0.00%
Welspun Corp Ltd · 0.00%
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%
2% / 0% / 0%