Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.82%
1.32%
6 Months
7.57%
3.83%
1 Year
24.83%
9.77%
3 Years
11.31%
13.19%
5 Years
11.03%
12.01%
Since Inception
14.72%
14.38%
Fund Age
7 yrs 4 mo
6 yrs 8 mo
AUM
₹2.98 Cr
₹42.66 Cr
Alpha – 1 Year
20.11%
3.80%
Alpha – 3 Years
−0.77%
2.30%
Information Ratio – 3 Years
-0.21
0.23
Volatility – 1 Year
23.09%
15.84%
Volatility – 3 Years
22.29%
12.64%
Beta – 1 Year
1.17
1.56
Beta – 3 Years
1.15
1.48
Sharpe Ratio – 1 Year
0.85
0.32
Sharpe Ratio – 3 Years
0.40
0.70
Worst Rolling Year
5.08%
9.09%
Value at Worst Rolling Year
₹1.05 Cr
₹1.09 Cr
Deepest Drawdown
−34.65%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.38%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 99%
L 37% · M 21% · S 27%
Number of Stocks
10
16
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Financial Services · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%