Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
KRChoksey - Alpha Invest
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%
0.97%
6 Months
7.57%
6.33%
1 Year
24.83%
−0.99%
3 Years
11.31%
6.26%
5 Years
11.03%
6.47%
Since Inception
14.72%
5.18%
Fund Age
7 yrs 4 mo
19 yrs 5 mo
AUM
₹2.98 Cr
₹95.89 Cr
Alpha – 1 Year
20.11%
2.51%
Alpha – 3 Years
−0.77%
−2.73%
Information Ratio – 3 Years
-0.21
-0.10
Volatility – 1 Year
23.09%
20.93%
Volatility – 3 Years
22.29%
17.77%
Beta – 1 Year
1.17
1.14
Beta – 3 Years
1.15
1.05
Sharpe Ratio – 1 Year
0.85
-0.20
Sharpe Ratio – 3 Years
0.40
0.23
Worst Rolling Year
5.08%
-21.50%
Value at Worst Rolling Year
₹1.05 Cr
₹0.79 Cr
Deepest Drawdown
−34.65%
−30.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
74.63%
Median Rolling Year
17.38%
10.39%
5-Year Rolling Windows Positive
100.00%
82.76%
Market-Cap Mix
M 99%
L 77% · M 12% · S 11%
Number of Stocks
10
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Financial Services · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%