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Abans Investment Smart Beta Portfolio PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Abans Investment Smart Beta Portfolio PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the MID CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of 14.06%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Abans Investment Smart Beta Portfolio PMS Strategy or Investment Approach - PMS Details

Strategy Name

Smart Beta Portfolio

Start Date

29 April 2019

Category

MID CAP

Benchmark

S&P BSE 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Abhishek Bansal

1 Yr. Return

14.06%

3 Yr. Return

10.73%

5 Yr. Return

18.04%

Abans Investment Smart Beta Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

10

Top 5 Stocks%

50.82%

Top 5 Sectors%

77.01%

Portfolio Age

6 Yrs, 0 Months

SIP

NA

STP

NA

Average Market Cap

Not Disclosed

Abans Investment Smart Beta Portfolio PMS Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value

Variable AMC

No Variable AMC

Variable Profit Sharing

No Profit Sharing

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Abans Investment Smart Beta Portfolio PMS Investment Approach - Portfolio Composition

Large Cap

0.00%

Mid Cap

98.81%

Small Cap

0.00%

Cash & Equivalent

1.19%

Check out Business Opportunities with Similar Brands

Abans Investment Smart Beta Portfolio Strategy - Top 5 Sectors

Financial Services

28.13%

Information Technology

18.26%

Fast Moving Consumer Goods

11.23%

Textiles

9.80%

Fertilizers & Pesticides

9.59%

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