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

The Abans Investment Growth and Momentum PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the MULTI CAP & FLEXI 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 0.93%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Abans Investment Growth and Momentum PMS Strategy or Investment Approach - PMS Details

Strategy Name

Growth and Momentum

Start Date

01 January 2012

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Kaushik Dani

1 Yr. Return

0.93%

3 Yr. Return

14.03%

5 Yr. Return

25.17%

Abans Investment Growth and Momentum Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

23

Top 5 Stocks%

26.00%

Top 5 Sectors%

53.00%

Portfolio Age

13 Yrs, 3 Months

SIP

NA

STP

NA

Average Market Cap

Not Disclosed

Abans Investment Growth and Momentum PMS Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value

Variable AMC

No Variable AMC

Variable Profit Sharing

20% Profit Sharing on all Profits

Exit Load 1st Year

2.00%

Exit Load 2nd Year

1.00%

Exit Load 3rd Year

0.00%

Abans Investment Growth and Momentum PMS Investment Approach - Portfolio Composition

Large Cap

45.00%

Mid Cap

24.00%

Small Cap

12.00%

Cash & Equivalent

19.00%

Check out Business Opportunities with Similar Brands

Abans Investment Growth and Momentum Portfolio Strategy - Top 5 Sectors

Healthcare

9.00%

White Goods

7.00%

Industrials

8.00%

Automobile

9.00%

BFSI - credit

20.00%

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