Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.82%
7.03%
6 Months
7.57%
31.10%
1 Year
24.83%
52.47%
3 Years
11.31%
17.74%
5 Years
11.03%
16.38%
Since Inception
14.72%
15.58%
Fund Age
7 yrs 4 mo
16 yrs 9 mo
AUM
₹2.98 Cr
₹132.42 Cr
Alpha – 1 Year
20.11%
47.75%
Alpha – 3 Years
−0.77%
5.65%
Information Ratio – 3 Years
-0.21
0.46
Volatility – 1 Year
23.09%
26.74%
Volatility – 3 Years
22.29%
21.32%
Beta – 1 Year
1.17
1.30
Beta – 3 Years
1.15
0.97
Sharpe Ratio – 1 Year
0.85
1.52
Sharpe Ratio – 3 Years
0.40
0.68
Worst Rolling Year
5.08%
-15.93%
Value at Worst Rolling Year
₹1.05 Cr
₹0.84 Cr
Deepest Drawdown
−34.65%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
17.38%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
M 99%
M 9% · S 83%
Number of Stocks
10
26
Portfolio P/E
24.78
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Financial Services · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%