Abans Growth and Momentum
EQUITY MULTI CAP
Believes that investing in high growth companies is the best way to create long term value.
+10.84%
3Y annualised returns
+13.47%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
01 Jan '12
Total AUM
₹97.75Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity94.0%
Cash6.0%
Equity market cap split
Large Cap57.0%
Mid Cap27.0%
Small Cap10.0%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
2.00%
PMS management
KDKaushik DaniFund Manager & Head of EquitiesView details
KD
Kaushik Dani
Fund Manager & Head of Equities
View details
About
Kaushik has over 23 years of experience in Indian Capital Markets in the areas of Fund Management, Equity Research and Portfolio Management. He has worked with some of the large Portfolio Management Companies in India including Reliance Wealth, Karvy, KR Choksey and Sharekhan. In his previous role he was a leading Portfolio Manager responsible for managing various discretionary strategies. The Midcap PMS Strategy there had a good track record of outperforming the benchmark Index over long periods. He has also worked with Mutual funds like Birla Sunlife Mutual Fund and Peerless Mutual Fund. At Peerless MF, he was the key Equity Fund Manager and also headed Equities. He has done his MBA in Finance from Canadian School of Management and Graduation from Mumbai University.
Experience
Over 23 years of experience in the Indian financial sector.
Investment philosophy
Specializes in fund management, equity research, and portfolio management in Indian capital markets.
Previously worked at
- Reliance Wealth
- Karvy
- Birla Sunlife Mutual Fund
- Peerless Mutual Fund
Awards
- Managed a Midcap PMS strategy that consistently outperformed its benchmark index over long periods. Headed the equities division at Peerless Mutual Fund.
PMS house
Abans Investment Managers
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