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Abans - Growth and Momentum
Abans - Growth and Momentum

Abans - Growth and Momentum

  • Abans Investment Managers
  • Multi Cap AND Flexi Cap
  • 97
    Out of 146*
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PMS Bazaar
Portfolio age14 years, 10 months
2.46%
-0.09%
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

TRAILING PERFORMANCE

(As on 31/08/2026)
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 (8%)
Allocation by Market Cap
Small Cap (18%)
Mid Cap (22%)
Large Cap (47%)
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

No data found

FUND SUMMARY

AUM (₹ Cr)
132.90
(As on Aug, 2026)
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

FEE 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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INVESTMENT 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.

Calculators

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PEER ANALYSIS

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Abans - Growth and Momentum
AUM (₹ Cr)
₹132.90 Cr
Hurdle Rate
No Option
Benchmark
BSE 500 TRI
Category Rank
145 Out of 286
Fixed Fee
2.50%
Scheme Return
2.46%
Benchmark Return
-0.09%
Quant Strategy
AUM (₹ Cr)
₹6.63 Cr
Hurdle Rate
6.00%
Benchmark
BSE 500 TRI
Category Rank
1 Out of 286
Fixed Fee
1.75%
Scheme Return
14.73%
Benchmark Return
-0.09%
Momentum 20 Pms Fund
AUM (₹ Cr)
₹7.54 Cr
Hurdle Rate
No Option
Benchmark
BSE 500 TRI
Category Rank
2 Out of 286
Fixed Fee
2.00%
Scheme Return
14.46%
Benchmark Return
-0.09%
Jainam Value Maxima
AUM (₹ Cr)
₹0.62 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 286
Fixed Fee
2.50%
Scheme Return
12.3%
Benchmark Return
-1.2%
Accelt Long Term Equity Fund
AUM (₹ Cr)
₹14.03 Cr
Hurdle Rate
12.00%
Benchmark
BSE 500 TRI
Category Rank
4 Out of 286
Fixed Fee
No Option
Scheme Return
11.32%
Benchmark Return
-0.09%
BB Money Plant
AUM (₹ Cr)
₹33.29 Cr
Hurdle Rate
8.00%
Benchmark
BSE 500 TRI
Category Rank
5 Out of 286
Fixed Fee
2.50%
Scheme Return
11.15%
Benchmark Return
-0.09%
*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 136.04 crores. Its current offering of PMS schemes includes 1 Mid Cap and 1 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

136.04 (As on Aug, 2026)

Number of Schemes

2
Schemes From This AMC
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Abans - Smart Beta Portfolio
AUM (₹ Cr)
₹3.15 Cr
Hurdle Rate
No Option
Benchmark
BSE 500 TRI
Category
Mid Cap
Category Rank
3 Out of 22
Fixed Fee
2.50%
Scheme Return
5.82%
Benchmark Return
-0.09%
Abans - Growth and Momentum
AUM (₹ Cr)
₹132.90 Cr
Hurdle Rate
No Option
Benchmark
BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
145 Out of 286
Fixed Fee
2.50%
Scheme Return
2.46%
Benchmark Return
-0.09%
*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.

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