Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.82%
2.21%
6 Months
7.57%
21.04%
1 Year
24.83%
21.34%
3 Years
11.31%
19.08%
5 Years
11.03%
23.67%
Since Inception
14.72%
—
Fund Age
7 yrs 4 mo
6 yrs 4 mo
AUM
₹2.98 Cr
₹364.08 Cr
Alpha – 1 Year
20.11%
21.69%
Alpha – 3 Years
−0.77%
10.08%
Information Ratio – 3 Years
-0.21
0.52
Volatility – 1 Year
23.09%
32.28%
Volatility – 3 Years
22.29%
28.08%
Beta – 1 Year
1.17
1.47
Beta – 3 Years
1.15
1.60
Sharpe Ratio – 1 Year
0.85
0.58
Sharpe Ratio – 3 Years
0.40
0.57
Worst Rolling Year
5.08%
15.61%
Value at Worst Rolling Year
₹1.05 Cr
₹1.16 Cr
Deepest Drawdown
−34.65%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.38%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 99%
L 90% · M 10%
Number of Stocks
10
—
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Financial Services · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%