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 +14.07% over 1 year, +5.54% over 3 years, +8.74% over 5 years, as reported by the fund manager. It manages about ₹2.86 crore. Its benchmark is S&P BSE 500 TRI. The minimum investment in any PMS is ₹50 lakh.

Returns

1 month
-8.97%Benchmark -5.57%
3 months
-4.10%Benchmark -3.59%
6 months
+12.37%Benchmark +8.07%
1 year
+14.07%Benchmark -2.33%
2 years
-8.07%Benchmark -3.93%
3 years
+5.54%Benchmark +9.21%
5 years
+8.74%Benchmark +8.91%
Since inception
+13.10%Benchmark +12.93%

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: ₹2.86 Cr
Inception: 29 April 2019
Minimum investment: ₹50 lakh
Mid Cap: 99.02%
Cash: 0.98%
Number of Stocks: 84

Common questions

What are the returns of ABANS Smart Beta Portfolio?

ABANS Smart Beta Portfolio has returned -8.97% (1 month), -4.10% (3 months), +12.37% (6 months), +14.07% (1 year), -8.07% (2 years), +5.54% (3 years), +8.74% (5 years), +13.10% (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.