Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs BB Money Plant
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
BB Money Plant
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%
−0.92%
6 Months
7.57%
16.35%
1 Year
24.83%
29.45%
3 Years
11.31%
—
5 Years
11.03%
—
Since Inception
14.72%
33.72%
Fund Age
7 yrs 4 mo
16 mo
AUM
₹2.98 Cr
₹17.74 Cr
Alpha – 1 Year
20.11%
26.47%
Alpha – 3 Years
−0.77%
—
Information Ratio – 3 Years
-0.21
—
Volatility – 1 Year
23.09%
19.66%
Volatility – 3 Years
22.29%
—
Beta – 1 Year
1.17
0.78
Beta – 3 Years
1.15
—
Sharpe Ratio – 1 Year
0.85
1.14
Sharpe Ratio – 3 Years
0.40
—
Worst Rolling Year
5.08%
—
Value at Worst Rolling Year
₹1.05 Cr
—
Deepest Drawdown
−34.65%
−14.20%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
17.38%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 99%
L 5% · M 2% · S 74%
Number of Stocks
10
30
Portfolio P/E
24.78
52.18
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%
Cash & Cash Equivalent · 11.00%
Sansera Engineering Ltd · 5.60%
Welspun Corp Ltd · 5.51%
Venus Remedies Ltd · 5.44%
Nippon India ETF Gold BeES · 4.90%
Top Sectors
Financial Services · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%