Growth and Momentum

Abans Investment Managers
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
1 January 2012
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

Our investment strategy features a focused equity allocation, comprising up to 25 select companies across the market capitalization spectrum. This approach emphasizes a stable portfolio composition with disciplined risk management, wherein potential capital losses are mitigated through a pre-defined stop-loss mechanism.

Investment Objective

The investment strategy aims to achieve sustained capital appreciation over an extended period. This is accomplished through diversified investments across various market capitalization segments, including mutual fund units, to ensure portfolio equilibrium.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -0.52% -0.24% -0.28%
3 MONTHS 3.22% 5.02% -1.80%
6 MONTHS -2.34% 1.63% -3.97%
1 YEAR -6.01% 7.63% -13.64%
2 YEAR 5.58% 11.65% -6.07%
3 YEAR 16.00% 16.41% -0.41%
5 YEAR 16.55% 16.82% -0.27%
SINCE INCEPTION 21.04% 15.78% 5.26%

Calendar Year Performance

Year Return
CY 2025 -6.01%
CY 2024 18.60%
CY 2022 -1.87%
CY 2021 40.40%
CY 2020 33.30%
CY 2019 10.32%
CY 2018 -19.79%
CY 2017 43.25%
CY 2016 13.62%
CY 2015 16.02%
CY 2014 85.26%
CY 2013 27.86%
CY 2012 27.99%

Financial Year Performance

Year Return
FY 26_YTD 8.29%
FY 25 6.16%
FY 24 40.98%
FY 23 -2.85%
FY 22 25.59%
FY 21 89.47%
FY 20 -18.36%
FY 19 -7.63%
FY 18 14.15%
FY 17 43.06%
FY 16 1.81%
FY 15 82.97%
FY 14 44.27%
FY 13 1.91%
FY 12 15.33%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Kaushik Dani

Portfolio Manager

With over two decades of extensive experience spanning 23 years in the Indian capital markets, Kaushik possesses a distinguished background in fund management, equity research, and portfolio management. His career has included tenures with prominent Portfolio Management Companies in India, such as Reliance Wealth, Karvy, KR Choksey, and Sharekhan. In his most recent capacity, he served as a Principal Portfolio Manager, overseeing diverse discretionary investment strategies. Notably, the Midcap PMS strategy under his stewardship demonstrated a consistent history of outperforming its benchmark index over extended durations. His prior experience also encompasses engagements with mutual funds, including Birla Sunlife Mutual Fund and Peerless Mutual Fund. At Peerless Mutual Fund, he held the pivotal role of Equity Fund Manager and was also the Head of Equities. Academically, Kaushik holds an MBA in Finance from the Canadian School of Management and an undergraduate degree from Mumbai University.

Portfolio Details

Portfolio Composition

Large Cap
39.00%
Mid Cap
44.00%
Small Cap
13.00%
Cash & Equivalent
4.00%

Top 5 Holdings

  • Bajaj Finance Limited 7.00%
  • Shriram Finance Limited 7.00%
  • ICICI Bank Ltd. 6.00%
  • APL Apollo Tubes Ltd. 6.00%
  • Bank Of Maharashtra 5.00%

Top 5 Sectors

  • NBFC 28.00%
  • Banks 11.00%
  • Metals and Mining 7.00%
  • Construction 7.00%
  • Automobiles 6.00%

Portfolio Characteristics

total number of stocks
23
top 5 stocks percent
31.00%
top 5 sectors percent
59.00%
average market cap
N/A
portfolio age
13 Yrs, 11 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: No Option

Hurdle: No Option

Profit Sharing: 20% Profit Sharing on all Profits

Exit Load

Year 1: 2%

Year 2: 1%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)