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Abans - Smart Beta Portfolio
Abans - Smart Beta Portfolio

Abans - Smart Beta Portfolio

  • Abans Investment Managers
  • MID CAP
  • 15
    Out of 17*
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Portfolio age 5 years, 10 months
-11.57%
-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 (97.6%)
CASH AND EQUIVALENT (2.4%)
Allocation by Market Cap
Mid Cap (97.6%)
Sector Holdings
  • IT 29.61%
  • Consumer Goods 23.37%
  • Financial Services 18.98%
  • Industrial Manufacturing 11.11%
  • Oil & Gas 10.34%
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

Abhishek Bansal
  • Manager Rank 9 Out of 21
    i
    Rank is based on 3-year return
  • Schemes Managed 1
  • Total AUM Undisclosed
  • Highest Return In 1 Yr -11.92%
Profile

A Masters of commerce from Mumbai university. He was awarded an Honorary Doctorate in 2017 by KEISIE University. Early in his teenage years, he developed a passion for the derivatives market. He was always keen to know the intricacies, the calculative angles, the whole mathematics and the dynamism associated with it, especially the concept of leverage. Driven by his passion and relentless pursuit of his goals, Mr. Bansal embarked on making his mark on the business spectrum in India through the rapid expansion of Abans Group. He is barely into his 30s, but has an uncanny ability to understand the various sectors of the financial markets. This has led to Abans Group successfully dealing in Equity Derivatives, Currencies, and Commodities across both the domestic and international markets. Today, Abans Group offers global financial services and solutions to its clientele in India, UAE, China, Hong Kong, Singapore, United Kingdom and Mauritius.

Other Schemes
  • table
  • Grid
AUM (₹ Cr)
UNDISC.
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 Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
1Out of 1
-11.57%
-3.43%
S&P BSE 500 TRI
MID CAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised
Bhavik Thakkar
  • Manager Rank 9 Out of 21
    i
    Rank is based on 3-year return
  • Schemes Managed 1
  • Total AUM Undisclosed
  • Highest Return In 1 Yr -11.92%
Profile

A post graduate in Business Administration from S K School of Business Management (2001-03). He carries along with him at 17 years of work experience in the financial industries. With his previous company Standard chartered he performed in various roles. He started as senior investment advisor at standard and went to be become a Associate director and cluster head for wealth advisory. He was also a product manager for Alternate products at standard chartered for almost two year. Post which he went to become a Director & Head - Premium Business (Handling PMS & Private Banking business for Standard Chartered Securities (India) Ltd). He currently leads the Wealth & Investment Management business at Abans group of companies. He also been a part of various companies like Aditya Birla group, Kotak Mahindra Bank and Citi group.

Other Schemes
  • table
  • Grid
AUM (₹ Cr)
UNDISC.
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 Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
1Out of 1
-11.57%
-3.43%
S&P BSE 500 TRI
MID CAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised
Mayank Mundhra
  • Manager Rank 9 Out of 21
    i
    Rank is based on 3-year return
  • Schemes Managed 1
  • Total AUM Undisclosed
  • Highest Return In 1 Yr -11.92%
Profile

Mayank conceptualized and set up the Enterprise Risk Management desk at Abans based on his experience of over 11 years at industry leading firms. Having played multiple roles in risk management, credit research, and predictive modeling, Mayank believes that effective risk management is the most fundamental business enabler. An undergraduate degree holder in engineering, Mayank is also armed with a postgraduate degree in Finance from the Mumbai University.

Other Schemes
  • table
  • Grid
AUM (₹ Cr)
UNDISC.
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 Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
1Out of 1
-11.57%
-3.43%
S&P BSE 500 TRI
MID 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
16 Out of 23
Fixed Fee
2.50%
AUM (₹ Cr)
182.69
Hurdle Rate
6% + Benchmark
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 23
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Available
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 23
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 23
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Available
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 23
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
NA
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 23
Fixed Fee
NA
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
1Out of 23
-11.57%
-3.43%
S&P BSE 500 TRI
MID CAP
No Option
₹UNDISC. Cr.
1Out of 23
-7.66%
-3.43%
S&P BSE 500 TRI
MID CAP
6% + Benchmark
₹182.69 Cr.
1Out of 23
-8.01%
-3.43%
S&P BSE 500 TRI
MID CAP
Available
₹UNDISC. Cr.
1Out of 23
-8.91%
-3.43%
S&P BSE 500 TRI
MID CAP
No Option
₹UNDISC. Cr.
1Out of 23
-8.97%
-3.43%
S&P BSE 500 TRI
MID CAP
Available
₹UNDISC. Cr.
1Out of 23
-9.18%
-3.43%
S&P BSE 500 TRI
MID CAP
NA
₹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 - Smart Beta Portfolio?
The hurdle rate of Abans - Smart Beta Portfolio is No Option.
What is the fixed fee charged in Abans - Smart Beta Portfolio ?
The fixed fee charged in Abans - Smart Beta Portfolio is 2.50%.
What is the variable fee charged in Abans - Smart Beta Portfolio ?
The variable fee charged in Abans - Smart Beta Portfolio is No Option .
What is the profit sharing in Abans - Smart Beta Portfolio ?
The profit sharing in Abans - Smart Beta Portfolio is No Option.
What is the minimum investment in Abans - Smart Beta Portfolio ?
The minimum investment in Abans - Smart Beta Portfolio is ₹50 Lac
What type of scheme is Abans - Smart Beta Portfolio?
Abans - Smart Beta Portfolio is an Equity scheme. It falls in the MID CAP category.
What is the inception date of Abans - Smart Beta Portfolio?
The inception date of Abans - Smart Beta Portfolio is Apr 29, 2019 .
What is the exit load of Abans - Smart Beta Portfolio?
Exit load is 0%
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