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 | 13.27% | 4.95% | 7.49% | 17.17% | 0.35% | 14.84% | 12.57% | - | 14.07% |
| S&P BSE 500 TRI | 10.38% | -1.73% | -4.33% | 3.64% | 4.66% | 14.93% | 13.87% | - | 14.10% |
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 | 2.91 | S&P BSE 500 TRI | 14.07% | 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 | 17.38% | -6.89% | 58.33% | 10.49% | 1.06 | 19.12% | 0.09 | 2.50% | 0.18 | 48.81 % |
| Nifty 500 | 16.00% | -6.76% | 9.24% | 0.97 | 0.73% | 0.06 | 48.81 % | |||
| Nifty Midcap 100 | 8.45% | -6.86% | 1.59% | 0.90 | -5.28% | -0.49 | 48.81 % | |||
| Nifty Smallcap 100 | 17.45% | -6.47% | 10.98% | 0.62 | -0.92% | -0.07 | 46.43 % | |||
| BSE 500 | 16.36% | -6.76% | 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 | 10.70 |
| Mid Cap | 99.01 |
| Small Cap | |
| Cash | 0.99 |
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 30th April 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.
