Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
IFM Alphaedge Growth 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%
1.32%
6 Months
7.57%
7.54%
1 Year
24.83%
8.20%
3 Years
11.31%
—
5 Years
11.03%
—
Since Inception
14.72%
2.83%
Fund Age
7 yrs 4 mo
14 mo
AUM
₹2.98 Cr
₹18.5 Cr
Alpha – 1 Year
20.11%
3.48%
Alpha – 3 Years
−0.77%
—
Information Ratio – 3 Years
-0.21
—
Volatility – 1 Year
23.09%
18.53%
Volatility – 3 Years
22.29%
—
Beta – 1 Year
1.17
1.05
Beta – 3 Years
1.15
—
Sharpe Ratio – 1 Year
0.85
0.23
Sharpe Ratio – 3 Years
0.40
—
Worst Rolling Year
5.08%
—
Value at Worst Rolling Year
₹1.05 Cr
—
Deepest Drawdown
−34.65%
−14.67%
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 47% · M 18% · S 29%
Number of Stocks
10
15
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%
Bandhan Small Cap Fund - Direct (G) · 20.24%
HDFC Flexi Cap Fund - Direct (G) · 18.90%
Invesco India Smal Cap Fund - Direct (G) · 15.52%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) · 12.88%
ICICI Pru Nifty Bank ETF · 8.59%
Top Sectors
Financial Services · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Fixed Fee
2.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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