Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs Buglerock - Growth Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
Buglerock - Growth Opportunities Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.82%
−0.07%
6 Months
7.57%
3.00%
1 Year
24.83%
7.37%
3 Years
11.31%
7.34%
5 Years
11.03%
—
Since Inception
14.72%
8.94%
Fund Age
7 yrs 4 mo
3 yrs 9 mo
AUM
₹2.98 Cr
₹2.69 Cr
Alpha – 1 Year
20.11%
2.65%
Alpha – 3 Years
−0.77%
−4.75%
Information Ratio – 3 Years
-0.21
-0.75
Volatility – 1 Year
23.09%
19.15%
Volatility – 3 Years
22.29%
17.20%
Beta – 1 Year
1.17
1.07
Beta – 3 Years
1.15
1.05
Sharpe Ratio – 1 Year
0.85
0.19
Sharpe Ratio – 3 Years
0.40
0.19
Worst Rolling Year
5.08%
6.80%
Value at Worst Rolling Year
₹1.05 Cr
₹1.07 Cr
Deepest Drawdown
−34.65%
−26.30%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.38%
9.65%
5-Year Rolling Windows Positive
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%
Cash & Cash Equivalent · 8.00%
TVS Motor Company Ltd · 5.50%
Mahindra Holidays & Resorts India Ltd · 5.50%
Astral Ltd · 5.50%
Titan Company Ltd · 5.50%
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%
0% / 0% / 0%