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Abans - Smart Beta Portfolio
Abans - Smart Beta Portfolio

Abans - Smart Beta Portfolio

  • Abans Investment Managers
  • Mid Cap
  • 9
    Out of 13*
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Portfolio age7 years, 6 months
5.82%
-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 (0.9%)
Allocation by Market Cap
Small Cap (0%)
Mid Cap (99.1%)
Large Cap (0%)
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

No data found

FUND SUMMARY

AUM (₹ Cr)
3.15
(As on Aug, 2026)
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

FEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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INVESTMENT 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

Calculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

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PEER ANALYSIS

  • table
  • Grid
Compare
Abans - Smart Beta Portfolio
AUM (₹ Cr)
₹3.15 Cr
Hurdle Rate
No Option
Benchmark
BSE 500 TRI
Category Rank
3 Out of 22
Fixed Fee
2.50%
Scheme Return
5.82%
Benchmark Return
-0.09%
Sundaram Alternates - SELF Portfolio
AUM (₹ Cr)
₹1,117.97 Cr
Hurdle Rate
12.00%
Benchmark
BSE 500 TRI
Category Rank
1 Out of 22
Fixed Fee
2.50%
Scheme Return
7.67%
Benchmark Return
-0.09%
Right Horizons - Super Value
AUM (₹ Cr)
₹222.38 Cr
Hurdle Rate
10.00%
Benchmark
BSE 500 TRI
Category Rank
2 Out of 22
Fixed Fee
2.50%
Scheme Return
7.5%
Benchmark Return
-0.09%
Master Trust India Growth Strategy
AUM (₹ Cr)
₹390.82 Cr
Hurdle Rate
10.00%
Benchmark
BSE 500 TRI
Category Rank
4 Out of 22
Fixed Fee
1.50%
Scheme Return
5.45%
Benchmark Return
-0.09%
Midcap Mavens
AUM (₹ Cr)
₹2.70 Cr
Hurdle Rate
6.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 22
Fixed Fee
No Option
Scheme Return
4.55%
Benchmark Return
-1.14%
UNIFI - Insider Shadow
AUM (₹ Cr)
₹89.57 Cr
Hurdle Rate
No Option
Benchmark
BSE 500 TRI
Category Rank
6 Out of 22
Fixed Fee
2.00%
Scheme Return
4.21%
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
  • table
  • Grid
Compare
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 - 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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