PMS

ABANS Smart Beta Portfolio

Thematic · Portfolio Management Services

ABANS Smart Beta Portfolio is a PMS (Portfolio Management Services) strategy, in the thematic category. It is managed by Mr. Abhishek Bansal. It has returned +24.83% over 1 year, +11.33% over 3 years, +11.03% over 5 years, as reported by the fund manager. It manages about ₹3.15 crore. Its benchmark is S&P BSE 500 TRI. The minimum investment in any PMS is ₹50 lakh.

Returns

1 month
+5.82%Benchmark -0.09%
3 months
+5.72%Benchmark +3.86%
6 months
+7.57%Benchmark +1.43%
1 year
+24.83%Benchmark +4.72%
2 years
-3.65%Benchmark -0.11%
3 years
+11.33%Benchmark +12.09%
5 years
+11.03%Benchmark +10.90%
Since inception
+14.72%Benchmark +13.97%

Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.

Strategy facts

Fund manager: Mr. Abhishek Bansal
Category: Thematic
Benchmark: S&P BSE 500 TRI
AUM: ₹3.15 Cr
Inception: 29 April 2019
Minimum investment: ₹50 lakh
Allocations: %
Mid Cap: 99.05
Cash: 0.95

Common questions

What are the returns of ABANS Smart Beta Portfolio?

ABANS Smart Beta Portfolio has returned +5.82% (1 month), +5.72% (3 months), +7.57% (6 months), +24.83% (1 year), -3.65% (2 years), +11.33% (3 years), +11.03% (5 years), +14.72% (Since inception). Periods over one year are annualised.

What is the minimum investment for ABANS Smart Beta Portfolio?

SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.

Who manages ABANS Smart Beta Portfolio?

The fund manager is Mr. Abhishek Bansal.