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Abans - Smart Beta Portfolio
Abans - Smart Beta Portfolio

Abans - Smart Beta Portfolio

  • Abans Investment Managers
  • Mid Cap
  • 13
    Out of 14*
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Portfolio age6 years, 7 months
6.97%
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 (1.37%)
Allocation by Market Cap
Small Cap (0%)
Mid Cap (98.63%)
Large Cap (0%)
Sector Holdings
  • Financial Services60.42%
  • IT10.23%
  • Fertilizers & Pesticides10.14%
  • Industrial Manufacturing9.16%
  • Textiles8.97%
Stock Holdings
  • Muthoot Finance Ltd12.27%
  • Au Small Finance Bank Ltd.11.04%
  • Indian Bank10.56%
  • Aditya Birla Capital Limited10.24%
  • Coforge Limited10.23%

bt_logoPORTFOLIO MANAGERS

Abhishek Bansal
  • Manager Rank13 Out of 17
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-13.87%
Profile

A Masters of commerce from Mumbai university. He was awarded an Honorary Doctorate in 2017 by KEISIE University. Early in his teenage years, he developed a passion for the derivatives market. He was always keen to know the intricacies, the calculative angles, the whole mathematics and the dynamism associated with it, especially the concept of leverage. Driven by his passion and relentless pursuit of his goals, Mr. Bansal embarked on making his mark on the business spectrum in India through the rapid expansion of Abans Group. He is barely into his 30s, but has an uncanny ability to understand the various sectors of the financial markets. This has led to Abans Group successfully dealing in Equity Derivatives, Currencies, and Commodities across both the domestic and international markets. Today, Abans Group offers global financial services and solutions to its clientele in India, UAE, China, Hong Kong, Singapore, United Kingdom and Mauritius.

Other Schemes
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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%
*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
Apr 29, 2019
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 0%
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
No Option
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bt_logoINVESTMENT PHILOSOPHY

Objective

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in Nifty Midcap 100 companies.

Investment Approach

Long only - discretionary

bt_logoCalculators

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bt_logoPEER ANALYSIS

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Abans - Smart Beta Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 21
Fixed Fee
2.50%
Scheme Return
6.97%
Benchmark Return
4.27%
Right Horizons - Super Value
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 21
Fixed Fee
2.50%
Scheme Return
8.63%
Benchmark Return
4.27%
Sundaram Alternates - SELF Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 21
Fixed Fee
2.50%
Scheme Return
8.36%
Benchmark Return
4.27%
Equities eXpansion Target
AUM (₹ Cr)
₹288.00 Cr
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 21
Fixed Fee
2.50%
Scheme Return
6.19%
Benchmark Return
4.27%
Alphabots Midcap 29
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 21
Fixed Fee
2.50%
Scheme Return
5.27%
Benchmark Return
4.27%
Eureka Signature Approach
AUM (₹ Cr)
₹62.02 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 21
Fixed Fee
2.00%
Scheme Return
4.97%
Benchmark Return
4.2%
*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
  • table
  • Grid
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 - Smart Beta Portfolio?
There is no option for Hurdle rate.
What is the fixed fee charged in Abans - Smart Beta Portfolio ?
The fixed fee charged in Abans - Smart Beta Portfolio is 2.50%.
What is the variable fee charged in Abans - Smart Beta Portfolio ?
There is no option for Variable fee.
What is the profit sharing in Abans - Smart Beta Portfolio ?
There is no option for Profit sharing.
What is the minimum investment in Abans - Smart Beta Portfolio ?
The minimum investment in Abans - Smart Beta Portfolio is ₹50 Lacs
What type of scheme is Abans - Smart Beta Portfolio?
Abans - Smart Beta Portfolio is an Equity scheme. It falls in the Mid Cap category.
What is the inception date of Abans - Smart Beta Portfolio?
The inception date of Abans - Smart Beta Portfolio is Apr 29, 2019.
What is the exit load of Abans - Smart Beta Portfolio?
Exit load is 0%

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