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Abans - Smart Beta Portfolio
Abans - Smart Beta Portfolio

Abans - Smart Beta Portfolio

  • Abans Investment Managers
  • Mid Cap
  • 10
    Out of 14*
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PMS Bazaar
Portfolio age7 years, 3 months
-0.45%
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 (0.95%)
Allocation by Market Cap
Small Cap (0%)
Mid Cap (99.05%)
Large Cap (0%)
Sector Holdings
  • Financial Services39.59%
  • Industrial Manufacturing28.99%
  • Metals20.41%
  • Pharma10.05%
  • Healthcare Services9.92%
Stock Holdings
  • Cummins India Ltd12.83%
  • Polycab India Limited11.55%
  • Glenmark Life Sciences Limited10.64%
  • National Aluminium Company Limited10.44%
  • Aditya Birla Capital Limited10.26%

PORTFOLIO MANAGERS

Abhishek Bansal
  • Manager Rank13 Out of 20
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM2.98
  • Highest Return In 1 Yr17.04%
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
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

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PEER ANALYSIS

AUM (₹ Cr)
₹2.98 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
18 Out of 23
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 23
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 23
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 23
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 23
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 23
Fixed Fee
2.50%
*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 - 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%