Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs Equirus Securities - Long Horizon Fund
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
Equirus Securities - Long Horizon Fund
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%
5.54%
6 Months
7.57%
29.52%
1 Year
24.83%
27.35%
3 Years
11.31%
14.30%
5 Years
11.03%
12.28%
Since Inception
14.72%
21.22%
Fund Age
7 yrs 4 mo
9 yrs 10 mo
AUM
₹2.98 Cr
₹374.43 Cr
Alpha – 1 Year
20.11%
22.63%
Alpha – 3 Years
−0.77%
2.21%
Information Ratio – 3 Years
-0.21
0.15
Volatility – 1 Year
23.09%
28.49%
Volatility – 3 Years
22.29%
24.50%
Beta – 1 Year
1.17
1.39
Beta – 3 Years
1.15
1.24
Sharpe Ratio – 1 Year
0.85
0.80
Sharpe Ratio – 3 Years
0.40
0.46
Worst Rolling Year
5.08%
-3.89%
Value at Worst Rolling Year
₹1.05 Cr
₹0.96 Cr
Deepest Drawdown
−34.65%
−30.92%
Recovery Period
Not yet recovered
484 days
1-Year Rolling Windows Positive
100.00%
98.76%
Median Rolling Year
17.38%
18.04%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 99%
M 4% · S 95%
Number of Stocks
10
29
Portfolio P/E
24.78
36.10
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%
Thangamayil Jewellery Ltd · 13.33%
United Foodbrands Ltd · 7.09%
Jubilant Ingrevia Ltd · 5.22%
Arman Financial Services Ltd · 5.01%
Rane Holdings Ltd · 4.97%
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% / 1% / 0%