Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
Motilal Oswal - Multifactor Equity PMS
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%
0.47%
6 Months
7.57%
0.32%
1 Year
24.83%
1.03%
3 Years
11.31%
14.82%
5 Years
11.03%
11.82%
Since Inception
14.72%
13.07%
Fund Age
7 yrs 4 mo
5 yrs 2 mo
AUM
₹2.98 Cr
₹56.08 Cr
Alpha – 1 Year
20.11%
−1.95%
Alpha – 3 Years
−0.77%
2.94%
Information Ratio – 3 Years
-0.21
0.18
Volatility – 1 Year
23.09%
13.89%
Volatility – 3 Years
22.29%
18.35%
Beta – 1 Year
1.17
0.75
Beta – 3 Years
1.15
1.00
Sharpe Ratio – 1 Year
0.85
-0.25
Sharpe Ratio – 3 Years
0.40
0.55
Worst Rolling Year
5.08%
12.65%
Value at Worst Rolling Year
₹1.05 Cr
₹1.13 Cr
Deepest Drawdown
−34.65%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.38%
19.77%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 99%
L 38% · M 29% · S 24%
Number of Stocks
10
37
Portfolio P/E
24.78
29.42
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%
Cash & Cash Equivalent · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
Financial Services · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
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%