Basket of Midcap stocks driven by Algos that use technical and fundamental parameters
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 1.59% | 0.90 | 19.12% | 58.33% |
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 | 3.08% | 1.75% | 3.28% | 19.30% | -1.50% | 16.30% | 12.22% | - | 14.38% |
| S&P BSE 500 TRI | -0.17% | -2.34% | -5.39% | -0.07% | 4.15% | 13.48% | 12.30% | - | 13.91% |
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 1M | - | S&P BSE 500 TRI | 14.38% | 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 | 17.60% | -7.11% | 58.33% | 10.49% | 1.06 | 19.12% | 0.09 | 2.50% | 0.18 | 48.81 % |
| Nifty 500 | 16.11% | -6.87% | 9.24% | 0.97 | 0.73% | 0.06 | 48.81 % | |||
| Nifty Midcap 100 | 8.28% | -6.69% | 1.59% | 0.90 | -5.28% | -0.49 | 48.81 % | |||
| Nifty Smallcap 100 | 17.76% | -6.78% | 10.98% | 0.62 | -0.92% | -0.07 | 46.43 % | |||
| BSE 500 | 16.46% | -6.86% | 9.60% | 0.98 | 0.88% | 0.07 | 51.19 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 0.00 |
| Mid Cap | 99.04 |
| Small Cap | 0.00 |
| Cash | 0.96 |
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 May 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 Mar 26.
