Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs Buoyant - Opportunities
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
Buoyant - Opportunities
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
5.82%
1.73%
6 Months
7.57%
2.87%
1 Year
24.83%
8.13%
3 Years
11.31%
16.18%
5 Years
11.03%
18.39%
Since Inception
14.72%
20.76%
Fund Age
7 yrs 4 mo
10 yrs
AUM
₹2.98 Cr
₹12,257.23 Cr
Alpha – 1 Year
20.11%
5.15%
Alpha – 3 Years
−0.77%
4.29%
Information Ratio – 3 Years
-0.21
0.41
Volatility – 1 Year
23.09%
17.45%
Volatility – 3 Years
22.29%
14.35%
Beta – 1 Year
1.17
0.98
Beta – 3 Years
1.15
0.87
Sharpe Ratio – 1 Year
0.85
0.22
Sharpe Ratio – 3 Years
0.40
0.68
Worst Rolling Year
5.08%
-5.58%
Value at Worst Rolling Year
₹1.05 Cr
₹0.94 Cr
Deepest Drawdown
−34.65%
−13.15%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
87.09%
Median Rolling Year
17.38%
23.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 99%
L 55% · M 21% · S 12%
Number of Stocks
10
40
Portfolio P/E
24.78
24.82
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 · 7.56%
ICICI Bank Ltd · 7.26%
Axis Bank Ltd · 5.83%
Other Funds · 3.82%
Bharti Airtel Ltd · 3.73%
Top Sectors
Financial Services · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%