Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.82%
4.17%
6 Months
7.57%
19.62%
1 Year
24.83%
12.19%
3 Years
11.31%
23.51%
5 Years
11.03%
13.96%
Since Inception
14.72%
23.13%
Fund Age
7 yrs 4 mo
6 yrs 7 mo
AUM
₹2.98 Cr
₹2,332.81 Cr
Alpha – 1 Year
20.11%
9.21%
Alpha – 3 Years
−0.77%
11.63%
Information Ratio – 3 Years
-0.21
0.83
Volatility – 1 Year
23.09%
26.11%
Volatility – 3 Years
22.29%
21.82%
Beta – 1 Year
1.17
1.32
Beta – 3 Years
1.15
1.14
Sharpe Ratio – 1 Year
0.85
0.33
Sharpe Ratio – 3 Years
0.40
0.83
Worst Rolling Year
5.08%
12.50%
Value at Worst Rolling Year
₹1.05 Cr
₹1.13 Cr
Deepest Drawdown
−34.65%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.38%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 99%
L 14% · M 33% · S 52%
Number of Stocks
10
33
Portfolio P/E
24.78
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Financial Services · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%