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Abans - Growth and Momentum
Abans - Growth and Momentum

Abans - Growth and Momentum

  • Abans Investment Managers
  • Multi Cap AND Flexi Cap
  • 65
    Out of 118*
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Portfolio age13 years, 11 months
3.62%
4.27%
Hurdle Rate**0.00%
Fixed fee2.50%
Min. Investment₹50 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

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (4%)
Allocation by Market Cap
Small Cap (23%)
Mid Cap (35%)
Large Cap (38%)
Sector Holdings
  • Financial Services23%
  • NBFC18%
  • Industrials9%
  • Banks9%
  • Healthcare7%
Stock Holdings
  • Bajaj Finance Limited7%
  • Shriram Finance Limited7%
  • Mahindra & Mahindra Ltd.6%
  • Bank Of Maharashtra5%
  • APL Apollo Tubes Ltd.5%

bt_logoPORTFOLIO MANAGERS

Kaushik Dani
  • Manager Rank118 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-4.65%
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
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Abans - Growth and Momentum
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
131 Out of 251
Fixed Fee
2.50%
Scheme Return
3.62%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Oct, 2025)
Inception Date
Jan 01, 2012
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
20% Profit Sharing on all Profits
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bt_logoINVESTMENT PHILOSOPHY

Objective

The investment objective of the strategy is to generate long term wealth by investing in securities irrespective of market cap, including MF units to make a balanced portfolio.

Investment Approach

Concentrated portfolio of maximum 25 stocks across market capitalization. Low churn portfolio, losses controlled by pre-determined stop loss.

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bt_logoPEER ANALYSIS

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Abans - Growth and Momentum
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
131 Out of 251
Fixed Fee
2.50%
Scheme Return
3.62%
Benchmark Return
4.27%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Abans Investment Managers
Abans Investment Managers manages assets worth Rs 140.74 crores. Its current offering of PMS schemes includes 1 Mid Cap and 1 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

140.74 (As on Oct, 2025)

Number of Schemes

2
Schemes From This AMC
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Compare
Abans - Smart Beta Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
3 Out of 21
Fixed Fee
2.50%
Scheme Return
6.97%
Benchmark Return
4.27%
Abans - Growth and Momentum
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
131 Out of 251
Fixed Fee
2.50%
Scheme Return
3.62%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

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.

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