Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
7.57%
13.10%
1 Year
24.83%
18.11%
3 Years
11.31%
14.56%
5 Years
11.03%
8.71%
Since Inception
14.72%
13.67%
Fund Age
7 yrs 4 mo
11 yrs 2 mo
AUM
₹2.98 Cr
₹138.06 Cr
Alpha – 1 Year
20.11%
18.46%
Alpha – 3 Years
−0.77%
5.57%
Information Ratio – 3 Years
-0.21
0.62
Volatility – 1 Year
23.09%
22.83%
Volatility – 3 Years
22.29%
16.72%
Beta – 1 Year
1.17
1.29
Beta – 3 Years
1.15
1.00
Sharpe Ratio – 1 Year
0.85
0.61
Sharpe Ratio – 3 Years
0.40
0.55
Worst Rolling Year
5.08%
-8.44%
Value at Worst Rolling Year
₹1.05 Cr
₹0.92 Cr
Deepest Drawdown
−34.65%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
17.38%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 99%
L 38% · M 14% · S 45%
Number of Stocks
10
18
Portfolio P/E
24.78
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%