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

Concentrated portfolio of maximum 25 stocks across market capitalization. Low churn portfolio, losses controlled by pre-determined stop loss.

Investment Objective

The investment objective of the strategy is to generate long term wealth by investing in securities irrespective of market cap, including MF units to make a balanced portfolio.

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

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.

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%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.

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