Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
7.57%
8.08%
1 Year
24.83%
10.16%
3 Years
11.31%
15.60%
5 Years
11.03%
—
Since Inception
14.72%
19.84%
Fund Age
7 yrs 4 mo
6 yrs 11 mo
AUM
₹2.98 Cr
₹3.18 Cr
Alpha – 1 Year
20.11%
7.18%
Alpha – 3 Years
−0.77%
3.72%
Information Ratio – 3 Years
-0.21
0.60
Volatility – 1 Year
23.09%
19.93%
Volatility – 3 Years
22.29%
18.09%
Beta – 1 Year
1.17
1.12
Beta – 3 Years
1.15
1.14
Sharpe Ratio – 1 Year
0.85
0.31
Sharpe Ratio – 3 Years
0.40
0.60
Worst Rolling Year
5.08%
14.68%
Value at Worst Rolling Year
₹1.05 Cr
₹1.15 Cr
Deepest Drawdown
−34.65%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.38%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 99%
L 31% · M 55% · S 12%
Number of Stocks
10
29
Portfolio P/E
24.78
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Financial Services · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –