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Abans - Growth and Momentum
Abans -  Growth and Momentum

Abans - Growth and Momentum

  • Abans Investment Managers
  • Multi Cap AND Flexi Cap
  • 91
    Out of 143*
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PMS Bazaar
Portfolio age14 years, 7 months
1.95%
2.19%
Hurdle Rate**0.00%
Fixed fee2.50%
Min. Investment50 Lacs
*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 31/07/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (0%)
Allocation by Market Cap
Small Cap (17%)
Mid Cap (17%)
Large Cap (55%)
Sector Holdings
  • NBFC24%
  • Automobiles12%
  • Banks12%
  • Healthcare8%
  • Pipes5%
Stock Holdings
  • Bajaj Finance Limited7%
  • Shriram Finance Limited7%
  • Piramal Finance Limited7%
  • ICICI Bank Ltd.6%
  • Bank Of Maharashtra6%

PORTFOLIO MANAGERS

Kaushik Dani
  • Manager Rank141 Out of 198
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM132.39
  • Highest Return In 1 Yr4.65%
Profile

Kaushik has over 23 years of experience in Indian Capital Markets in the areas of Fund Management, Equity Research and Portfolio Management. He has worked with some of the large Portfolio Management Companies in India including Reliance Wealth, Karvy, KR Choksey and Sharekhan. In his previous role he was a leading Portfolio Manager responsible for managing various discretionary strategies. The Midcap PMS Strategy there had a good track record of outperforming the benchmark Index over long periods. He has also worked with Mutual funds like Birla Sunlife Mutual Fund and Peerless Mutual Fund. At Peerless MF, he was the key Equity Fund Manager and also headed Equities. He has done his MBA in Finance from Canadian School of Management and Graduation from Mumbai University.

Other Schemes
AUM (₹ Cr)
₹132.39 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
106 Out of 284
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

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PEER ANALYSIS

AUM (₹ Cr)
₹132.39 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
106 Out of 284
Fixed Fee
2.50%
AUM (₹ Cr)
₹5.93 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 284
Fixed Fee
No Option
AUM (₹ Cr)
₹575.07 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 284
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 284
Fixed Fee
2.50%
AUM (₹ Cr)
₹1,503.25 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 284
Fixed Fee
1.00%
AUM (₹ Cr)
₹204.29 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 284
Fixed Fee
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Abans Investment Managers
Abans Investment Managers manages assets worth Rs 134.13 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap and 1 Mid Cap schemes.

AUM (₹ cr)

134.13 (As on Jun, 2026)

Number of Schemes

2
Schemes From This AMC
AUM (₹ Cr)
₹132.39 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
106 Out of 284
Fixed Fee
2.50%
AUM (₹ Cr)
₹2.98 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
18 Out of 23
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Abans - Growth and Momentum?
There is no option for Hurdle rate.
What is the fixed fee charged in Abans - Growth and Momentum ?
The fixed fee charged in Abans - Growth and Momentum is 2.50%.
What is the variable fee charged in Abans - Growth and Momentum ?
There is no option for Variable fee.
What is the profit sharing in Abans - Growth and Momentum ?
The profit sharing in Abans - Growth and Momentum is 20% Profit Sharing on all Profits.
What is the minimum investment in Abans - Growth and Momentum ?
The minimum investment in Abans - Growth and Momentum is ₹50 Lacs
What type of scheme is Abans - Growth and Momentum?
Abans - Growth and Momentum is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Abans - Growth and Momentum?
The inception date of Abans - Growth and Momentum is Jan 01, 2012.
What is the exit load of Abans - Growth and Momentum?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.