Basket of Midcap stocks driven by Algos that use technical and fundamental parameters
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -16.85% | 1.02 | 22.83% | 59.26% |
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 | -3.47% | 2.42% | 8.29% | 1.82% | -1.99% | 15.26% | 12.96% | - | 13.80% |
| S&P BSE 500 TRI | -3.34% | -2.64% | 0.98% | 7.74% | 8.73% | 16.41% | 16.44% | 14.94% |
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 | 6Y 9M | 2.77 | S&P BSE 500 TRI | 13.80% | 10 | 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 | -13.19% | -8.43% | 59.26% | -21.62% | 1.34 | 22.83% | -0.65 | 1.88% | 0.14 | 49.38 % |
| Nifty 500 | -9.37% | -8.43% | -17.80% | 1.25 | 0.10% | 0.01 | 49.38 % | |||
| Nifty Midcap 100 | -8.42% | -8.43% | -16.85% | 1.02 | -5.74% | -0.53 | 49.38 % | |||
| Nifty Smallcap 100 | 2.94% | -8.43% | -5.49% | 0.74 | -1.69% | -0.12 | 45.68 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 10.70 |
| Mid Cap | 88.01 |
| Small Cap | |
| Cash | 1.29 |
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 Jan 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 Dec 25.
