Smart Beta Portfolio

Abans Investment Managers
PMS Mid Cap
Benchmark
S&P BSE 500 TRI
Inception Date
29 April 2019
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

Equity-focused, active management strategy.

Investment Objective

The scheme aims to achieve sustained capital growth over the long term through investments primarily in equity and equity-linked instruments, with a focus on companies constituting the Nifty Midcap 100 index.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -1.11% -0.24% -0.87%
3 MONTHS 13.50% 5.02% 8.48%
6 MONTHS 6.70% 1.63% 5.07%
1 YEAR -11.11% 7.63% -18.74%
2 YEAR 2.74% 11.63% -8.89%
3 YEAR 14.61% 16.39% -1.78%
5 YEAR 13.74% 16.81% -3.07%
SINCE INCEPTION 14.59% 15.73% -1.14%

Calendar Year Performance

Year Return
CY 2025 -11.11%
CY 2024 18.76%
CY 2023 42.66%
CY 2022 4.82%
CY 2021 20.63%
CY 2020 21.93%
CY 2019 6.99%

Financial Year Performance

Year Return
FY 26_YTD 17.95%
FY 25 -11.45%
FY 24 52.43%
FY 23 -3.69%
FY 22 18.39%
FY 21 66.59%
FY 20 -18.10%

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

Fund Managers

Abhishek Bansal

Founder Chairman & Managing Director

A commerce graduate from Mumbai University, he received an Honorary Doctorate from KEISIE University in 2017. His interest in the derivatives market emerged during his formative teenage years, fueled by a fascination with its complex mechanisms, quantitative aspects, underlying mathematics, and inherent dynamism, with a particular focus on leverage. Propelled by this profound interest and an unwavering commitment to his objectives, Mr. Bansal has significantly impacted India's business landscape through the accelerated growth of Abans Group. Despite being in his early thirties, he possesses a remarkable aptitude for comprehending diverse segments of the financial markets. This expertise has enabled Abans Group to achieve success in Equity Derivatives, Currencies, and Commodities, operating in both domestic and international arenas. Presently, Abans Group provides comprehensive global financial services and solutions to clients in India, UAE, China, Hong Kong, Singapore, the United Kingdom, and Mauritius.

Bhavik Thakkar

CEO - ABans Wealth & Investment Managers

Possessing a postgraduate degree in Business Administration from S K School of Business Management (2001-03), the individual brings 17 years of extensive experience in the financial services sector. During his tenure at Standard Chartered, he held several key positions. His career there commenced as a Senior Investment Advisor, progressing to Associate Director and Cluster Head for Wealth Advisory. Furthermore, he served as a Product Manager for Alternative Products for approximately two years. Subsequently, he assumed the role of Director & Head - Premium Business, overseeing the Portfolio Management Services (PMS) and Private Banking segments for Standard Chartered Securities (India) Ltd. Currently, he is responsible for the Wealth & Investment Management business at the Abans Group of Companies. His professional background also includes associations with prominent institutions such as Aditya Birla Group, Kotak Mahindra Bank, and Citi Group.

Mayank Mundhra

Vice President - Risk Management

Leveraging over 16 years of experience at prominent industry firms, Mayank established and operationalized the Enterprise Risk Management function at Abans. His extensive background encompasses diverse roles in risk management, credit analysis, management information systems (MIS), and predictive modeling. Mayank firmly believes that robust risk management is a cornerstone for business growth and sustainability. He holds an undergraduate degree in Engineering and a postgraduate degree in Finance from Mumbai University.

Portfolio Details

Portfolio Composition

Large Cap
0.00%
Mid Cap
98.71%
Small Cap
0.00%
Cash & Equivalent
1.29%

Top 5 Holdings

  • Au Small Finance Bank Ltd. 11.74%
  • L&T Finance Limited. 10.99%
  • Muthoot Finance Ltd. 10.70%
  • Aditya Birla Capital Ltd. 10.61%
  • UPL Ltd. 10.51%

Top 5 Sectors

  • Financial Services 62.89%
  • Fertilizers & Pesticides 10.51%
  • IT 8.98%
  • Pharma 8.96%
  • Textiles 7.37%

Portfolio Characteristics

total number of stocks
10
top 5 stocks percent
54.55%
top 5 sectors percent
98.71%
average market cap
N/A
portfolio age
6 Yrs, 8 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: No Option

Hurdle: No Option

Profit Sharing: No Option

Exit Load

Year 1: 0%

Year 2: 0%

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)