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Premium Access PMS

ABANS GROWTH & MOMENTUM

Distributed through AltPort Experts. Comprehensive fund documentation can be accessed through our research team.
Category PMS
Company Abans Broking Services Private Limited
Fund Managers Abhishek Bansal
Benchmark BSE 500 TRI
Share: f x in w

About Company

Abans Broking Services Private Limited

Abans Financial Services Limited (formerly known as Abans Holdings Limited) is a diversified financial services company offering a wide range of services including wealth and asset management, broking, lending, and investment banking. The company's current share price is ₹201 as of January 16, 2026. The company is listed on both the Bombay Stock Exchange (BSE: 543712) and the National Stock Exchange (NSE: AFSL). It is part of the broader Abans Group, which has global operations in various sectors including gold refining, agricultural trading, and real estate.

 

ABANS GROWTH & MOMENTUM

 

Fund Snapshot

 

PMS Provider Name

Abans Broking Services Private Limited

Benchmark

BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

01/01/2012

Age

13.11 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC Charge: 2.5% p.a.

Variable Fees Structure

AMC: 1% p.a. Performance: 20%

Exit Load

1st Year: 2%

Fund Manager

Abhishek Bansal

1 Month Turnover

0.13

1-Year Turnover

1.44

AUM CR

₹136.16

 

Purpose

Concentrated portfolio, aiming at generating long-term wealth by investing in securities irrespective of market cap, including MF units to make a balanced portfolio.

Investment Philosophy

  • We believe that investing in high growth companies is the best way to create long term value.
  • We follow a top down approach to sector allocation, mixed with a bottom up approach to stock selection.
  • The sweet spot is investing in companies that double or have the potential to double their earnings over a period of four years.
  • Typical portfolio companies would be characterized by strong long term competitive edge and capable management.

Stock Screeing Methodology

BSE 500 TRI is our benchmark. Most of the portfolio companies would be from the BSE 500 universe.
1. High Visibility – Potential companies should present high top line/bottom line growth visibility
2. Capital Efficiency – Incrementally improving ROCE
3. Valuation – PE, PEG, EV/EBITDA, P/BV
4. Profit Growth – Companies which have exhibited strong profit growth in recent quarters
5. Quality of Growth – Improvement in Operating margins
6. Free Cash – Future free cash visibility

Top Down - Bottom Up Approch

TOP DOWN APPROACH

Top-down approach focuses on macro economic trends & moves down to identifying sectors and companies.

  • Global Economy
  • Local Economy
  • Sector
  • Industry
  • Specific Business

BOTTOM UP APPROACH

In Bottom-up the focus is on identifying a company on the basis of its growth prospects and other individual indicators of performance over time.

Investment Themes

CONSISTENT EXCELLENCE – JB Chemicals
LARGE MARKETS – M&M, Bharti Airtel
VALUE ADDITION – APL APOLLO
POLICY MOMENTUM – Hitachi Energy, TARIL
CORPORATE ACTIONS – Apollo Hospital

Invest Openly and Responsibly

 

Being clear builds trust. AltPort Funds keeps you informed about your portfolio decisions, how it's performing, and why we're investing where we are. You're kept in the loop, not left in the dark. This makes sure everyone is on the same page and builds confidence in your investments. When you understand what's happening and why, investing feels like a partnership, not a mystery.

 

We at AltPort arrange webinars and informative videos for our investors to educate them about the funds, AMCs and Fund Managers. Keep a tab on our youtube channel and stay updated about the latest news, launches and valuable insights about the market. Stay informed about the current market trends and invest wisely with AltPort.

 

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Section: Performance Analysis
Fund Growth vs Benchmark Trend

Track how the fund has performed against its benchmark over time through a comparative line graph analysis.

ABANS GROWTH & MOMENTUM

Benchmark: BSE 500 TRI

Section: Performance Comparison
Fund vs Benchmark Bar Graph

Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.

Section: Performance Comparison
Fund vs Benchmark Comparison Table

Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.

Abans Broking Services Private Limited

AUM(Cr.) 1M 3M 6M 1Y 2Y 3Y 4Y 5Y Ince.
Performance ₹131.14 6.13 18.25 2.12 -0.26 0.28 11.18 15.98 11.78 20.43
Benchmark NA 1.73 12.10 -3.53 -1.96 1.52 12.53 15.29 12.20 14.92
Section: Fund Leadership
Meet the Fund Managers

Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.

Abhishek Bansal

Abhishek Bansal

Abhishek, who is the Chairman and Managing Director of the Abans Group, started the company himself when he was 18. He began as a gold trader and has grown his business into one of the quickest expanding financial groups in Asia. The Abans Group has divisions in areas such as financial brokering, investment management, agricultural commodities trading, gold refining, software creation, and non-banking financial services and has a presence in over 10 countries. As a self-made businessperson, Abhishek focuses on developing future leaders and has been encouraging new businesses for more than 10 years. He also manages the investment plans for Abans Investment Managers.

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