PMS · Equity · Multi Cap
Abans Growth and Momentum
Fund size₹132 Cr
Alpha (3Y)−2.14%
3Y return9.96%
Fund age14 yrs 7 mo
Fund Manager
Growth of₹Cr
Abans Growth and Momentum
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Abans Growth and Momentum6.68%10.69%0.38%9.96%10.97%20.53%
Nifty 500−1.02%4.72%−0.11%12.09%10.90%14.89%
Excess over benchmark7.70%5.97%0.49%−2.13%0.07%5.64%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
19.08%
Benchmark approx 14.75%
A standard deviation reflecting historical swings.
Sensitivity
1.12
Beta vs benchmark 1.00 · 12% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.32
Sharpe
Excess return gained per unit of volatility.
Capture ratio
103 / 115
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −22.42% from its 30 Oct 2024 peak to a 28 Feb 2025 trough. It has not yet recovered.
Max drawdowns
−22.42%
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme30 Oct 202428 Feb 2025−22.42%121 days––
Benchmark30 Aug 202428 Feb 2025−18.59%182 days––
Scheme
Peak30 Oct 2024
Trough28 Feb 2025
Depth−22.42%
Fell over121 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
23
P/E ratio
60.38
P/B ratio
5.78
Dividend yield
0.57%
Avg market cap
₹3.00 L Cr
Asset class
Equity
Market cap
Large cap47.00%
Mid cap22.00%
Small cap18.00%
Cash & others13.00%
As on 31 Aug 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
FixedPlan A · Simple
Fixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Performance Linked
Fixed Management FeeNone
Performance Fee20% of profit
Hurdle RateNot applicable
No exit load. Lock-in: Nil.
Let's start a
conversation
  • Compare this PMS against 3,000+ others with our research desk
  • Build a long-term portfolio around your goals, not a one-off buy
  • Experts with decades of experience.
Private. Personal. No obligation.
We will only use these details to contact you about this enquiry. No spam.
Start a conversation
Share a few details and an expert will reach out.
We will only use these details to contact you about this enquiry. No spam.