Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs Ksema - Future Frontier Portfolio
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
Ksema - Future Frontier Portfolio
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%
3.35%
6 Months
7.57%
27.55%
1 Year
24.83%
—
3 Years
11.31%
—
5 Years
11.03%
—
Since Inception
14.72%
23.98%
Fund Age
7 yrs 4 mo
7 mo
AUM
₹2.98 Cr
₹3.83 Cr
Alpha – 1 Year
20.11%
—
Alpha – 3 Years
−0.77%
—
Information Ratio – 3 Years
-0.21
—
Volatility – 1 Year
23.09%
—
Volatility – 3 Years
22.29%
—
Beta – 1 Year
1.17
—
Beta – 3 Years
1.15
—
Sharpe Ratio – 1 Year
0.85
—
Sharpe Ratio – 3 Years
0.40
—
Worst Rolling Year
5.08%
—
Value at Worst Rolling Year
₹1.05 Cr
—
Deepest Drawdown
−34.65%
—
Recovery Period
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 18% · M 24% · S 55%
Number of Stocks
10
32
Portfolio P/E
24.78
49.25
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%
Paras Defence and Space Technologies Ltd · 4.69%
E2E Networks Ltd · 4.32%
Saregama India Ltd · 4.09%
Kaynes Technology India Ltd · 4.02%
Dixon Technologies (India) Ltd · 4.00%
Top Sectors
Financial Services · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
Capital Goods · 38.89%
Information Technology · 33.22%
Consumer Durables · 7.20%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%