Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs Maxiom PMS - CORAL Cyclical
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
Maxiom PMS - CORAL Cyclical
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%
−0.48%
6 Months
7.57%
−2.46%
1 Year
24.83%
5.63%
3 Years
11.31%
—
5 Years
11.03%
—
Since Inception
14.72%
1.03%
Fund Age
7 yrs 4 mo
3 yrs
AUM
₹2.98 Cr
₹2.06 Cr
Alpha – 1 Year
20.11%
5.98%
Alpha – 3 Years
−0.77%
—
Information Ratio – 3 Years
-0.21
—
Volatility – 1 Year
23.09%
16.61%
Volatility – 3 Years
22.29%
—
Beta – 1 Year
1.17
1.00
Beta – 3 Years
1.15
—
Sharpe Ratio – 1 Year
0.85
-0.24
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%
—
Number of Stocks
10
—
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%
ICICI Pru Nifty Oil & Gas ETF · 16.66%
ICICI Pru Nifty Infrastructure ETF · 16.66%
Kotak Nifty Bank ETF · 16.66%
Kotak Nifty IT ETF · 16.66%
Mirae Asset Nifty India Manufacturing ETF · 16.66%
Top Sectors
Financial Services · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
—