Basket of Midcap stocks driven by Algos that use technical and fundamental parameters
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 11.80% | 1.02 | 22.44% | 59.3% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Abans Investment Managers Smart Beta Portfolio | -0.45% | 2.98% | 8.08% | 17.04% | -6.66% | 10.35% | 10.42% | - | 14.01% |
| S&P BSE 500 TRI | 2.19% | 3.78% | 1.99% | 2.98% | 0.42% | 11.90% | 12.35% | - | 14.16% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Abans Investment Managers Smart Beta Portfolio | Mid Cap | Mr. Abhishek Bansal | 29 April 2019 | 7Y 3M | 2.98 | S&P BSE 500 TRI | 14.01% | NA |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 26.13% | -1.98% | 59.3% | 24.15% | 1.37 | 22.44% | 0.70 | 4.09% | 0.30 | 50.00 % |
| Nifty 500 | 21.93% | -2% | 19.93% | 1.21 | 1.62% | 0.14 | 50.00 % | |||
| Nifty Midcap 100 | 13.80% | -2% | 11.80% | 1.02 | -5.00% | -0.47 | 47.67 % | |||
| Nifty Smallcap 100 | 19.90% | -2.03% | 17.87% | 0.72 | -1.27% | -0.09 | 46.51 % | |||
| BSE 500 | 22.40% | -2% | 20.40% | 1.22 | 1.82% | 0.15 | 52.33 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | |
| Mid Cap | 99.05 |
| Small Cap | |
| Cash | 0.95 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31st July 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of May 26.
