Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.82%
0.25%
6 Months
7.57%
15.19%
1 Year
24.83%
3.21%
3 Years
11.31%
19.65%
5 Years
11.03%
—
Since Inception
14.72%
25.09%
Fund Age
7 yrs 4 mo
3 yrs 5 mo
AUM
₹2.98 Cr
₹4,148.34 Cr
Alpha – 1 Year
20.11%
0.23%
Alpha – 3 Years
−0.77%
7.77%
Information Ratio – 3 Years
-0.21
0.62
Volatility – 1 Year
23.09%
21.54%
Volatility – 3 Years
22.29%
22.15%
Beta – 1 Year
1.17
1.06
Beta – 3 Years
1.15
1.15
Sharpe Ratio – 1 Year
0.85
-0.01
Sharpe Ratio – 3 Years
0.40
0.68
Worst Rolling Year
5.08%
19.49%
Value at Worst Rolling Year
₹1.05 Cr
₹1.19 Cr
Deepest Drawdown
−34.65%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.38%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 99%
L 26% · M 35% · S 37%
Number of Stocks
10
26
Portfolio P/E
24.78
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Financial Services · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%