Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
Invesco - Challengers
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%
1.41%
6 Months
7.57%
13.18%
1 Year
24.83%
2.91%
3 Years
11.31%
14.27%
5 Years
11.03%
—
Since Inception
14.72%
11.83%
Fund Age
7 yrs 4 mo
4 yrs 11 mo
AUM
₹2.98 Cr
₹31.01 Cr
Alpha – 1 Year
20.11%
−1.81%
Alpha – 3 Years
−0.77%
2.18%
Information Ratio – 3 Years
-0.21
0.24
Volatility – 1 Year
23.09%
18.67%
Volatility – 3 Years
22.29%
17.11%
Beta – 1 Year
1.17
0.97
Beta – 3 Years
1.15
0.95
Sharpe Ratio – 1 Year
0.85
-0.04
Sharpe Ratio – 3 Years
0.40
0.56
Worst Rolling Year
5.08%
12.64%
Value at Worst Rolling Year
₹1.05 Cr
₹1.13 Cr
Deepest Drawdown
−34.65%
−24.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.38%
17.60%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
M 99%
L 37% · M 30% · S 33%
Number of Stocks
10
26
Portfolio P/E
24.78
54.84
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%
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Financial Services · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
—