Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
Right Horizons - India Business Leaders
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%
3.11%
6 Months
7.57%
4.12%
1 Year
24.83%
−0.25%
3 Years
11.31%
10.95%
5 Years
11.03%
10.56%
Since Inception
14.72%
10.62%
Fund Age
7 yrs 4 mo
13 yrs 8 mo
AUM
₹2.98 Cr
₹41.22 Cr
Alpha – 1 Year
20.11%
0.18%
Alpha – 3 Years
−0.77%
2.39%
Information Ratio – 3 Years
-0.21
0.52
Volatility – 1 Year
23.09%
20.61%
Volatility – 3 Years
22.29%
17.57%
Beta – 1 Year
1.17
1.24
Beta – 3 Years
1.15
1.19
Sharpe Ratio – 1 Year
0.85
-0.18
Sharpe Ratio – 3 Years
0.40
0.46
Worst Rolling Year
5.08%
-10.52%
Value at Worst Rolling Year
₹1.05 Cr
₹0.89 Cr
Deepest Drawdown
−34.65%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
17.38%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
M 99%
L 70% · M 29%
Number of Stocks
10
25
Portfolio P/E
24.78
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Financial Services · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%