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Abans - Growth and Momentum
Abans -  Growth and Momentum

Abans - Growth and Momentum

  • Abans Investment Managers
  • MULTI CAP
  • 37
    Out of 93*
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Portfolio age 13 years, 2 months
-9.17%
-3.43%
Hurdle Rate** 0.00%
Fixed fee 2.50%
Min. Investment 50 Lac
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 28/02/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar Year Financial Year

DETAILED PORTFOLIO

EQUITY (87%)
CASH AND EQUIVALENT (13%)
Allocation by Market Cap
Small Cap (36%)
Large Cap (26%)
Mid Cap (25%)
Sector Holdings
  • Industrials 15.00%
  • BFSI 14.00%
  • Construction 10.17%
  • Automobiles 9.00%
  • Metals&Mining 8.36%
Stock Holdings
  • Hitachi Energy India Ltd 7.00%
  • Bharti Airtel Ltd. 6.00%
  • Motilal Oswal Financial Servic 6.00%
  • Bse Ltd. 6.00%
  • Motilal Oswal Financial Services Ltd. 6.00%

PORTFOLIO MANAGERS

Kaushik Dani
  • Manager Rank 85 Out of 131
    i
    Rank is based on 3-year return
  • Schemes Managed 1
  • Total AUM Undisclosed
  • Highest Return In 1 Yr -5.32%
Profile

Kaushik has over 23 years of experience in Indian Capital Markets in the areas of Fund Management, Equity Research and Portfolio Management. He has worked with some of the large Portfolio Management Companies in India including Reliance Wealth, Karvy, KR Choksey and Sharekhan. In his previous role he was a leading Portfolio Manager responsible for managing various discretionary strategies. The Midcap PMS Strategy there had a good track record of outperforming the benchmark Index over long periods. He has also worked with Mutual funds like Birla Sunlife Mutual Fund and Peerless Mutual Fund. At Peerless MF, he was the key Equity Fund Manager and also headed Equities. He has done his MBA in Finance from Canadian School of Management and Graduation from Mumbai University.

Other Schemes
  • table
  • Grid
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
89 Out of 171
Fixed Fee
2.50%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
1Out of 1
-9.17%
-3.43%
S&P BSE 500 TRI
MULTI CAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

PEER ANALYSIS

  • table
  • Grid
Compare
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
89 Out of 171
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 171
Fixed Fee
No Option
AUM (₹ Cr)
112.67
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 171
Fixed Fee
1% or 0%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 171
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 171
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
0% or 20%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 171
Fixed Fee
2.00%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
1Out of 171
-9.17%
-3.43%
S&P BSE 500 TRI
MULTI CAP
No Option
₹UNDISC. Cr.
1Out of 171
-1.64%
-3.49%
S&P BSE 500 TRI
MULTI CAP
10%
₹UNDISC. Cr.
1Out of 171
-1.79%
-0.58%
Nifty 50 TRI
MULTI CAP
No Option
₹112.67 Cr.
1Out of 171
-2.78%
-0.45%
Nifty 50 TRI
MULTI CAP
6% or 25%
₹UNDISC. Cr.
1Out of 171
-3.09%
-3.49%
S&P BSE 500 TRI
MULTI CAP
10.00%
₹UNDISC. Cr.
1Out of 171
-3.55%
-3.43%
S&P BSE 500 TRI
MULTI CAP
0% or 20%
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

About the AMC

Abans Investment Managers
Abans Investment Managers manages assets worth Rs 123.53 crores. Its current offering of PMS schemes includes 1 Multi Cap and 1 Mid Cap schemes.

AUM (₹ cr)

123.53 (As on Feb, 2025)

Number of Schemes

2
Schemes From This AMC
  • table
  • Grid
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
89 Out of 171
Fixed Fee
2.50%
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
16 Out of 23
Fixed Fee
2.50%
Strategy Name Category Rank Strategy Return Benchmark Return Benchmark Hurdle Rate Category Name Fund Size (Cr)
1Out of 2
-9.17%
-3.43%
S&P BSE 500 TRI
No Option
MULTI CAP
₹UNDISC. Cr.
1Out of 2
-11.57%
-3.43%
S&P BSE 500 TRI
No Option
MID CAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQ’S

What is the hurdle rate of Abans - Growth and Momentum?
The hurdle rate of Abans - Growth and Momentum is No Option.
What is the fixed fee charged in Abans - Growth and Momentum ?
The fixed fee charged in Abans - Growth and Momentum is 2.50%.
What is the variable fee charged in Abans - Growth and Momentum ?
The variable fee charged in Abans - Growth and Momentum is No Option .
What is the profit sharing in Abans - Growth and Momentum ?
The profit sharing in Abans - Growth and Momentum is 20% Profit Sharing on all Profits.
What is the minimum investment in Abans - Growth and Momentum ?
The minimum investment in Abans - Growth and Momentum is ₹50 Lac
What type of scheme is Abans - Growth and Momentum?
Abans - Growth and Momentum is an Equity scheme. It falls in the MULTI CAP category.
What is the inception date of Abans - Growth and Momentum?
The inception date of Abans - Growth and Momentum is Jan 1, 2012 .
What is the exit load of Abans - Growth and Momentum?
Exit load is 2.00% if redeemed in 0-1 year, 1.00% if redeemed in >1-2 years, 0% thereafter.
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