© 2026 Wisefolio. Legal and disclaimers

Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | −6.7% | −5.6% | −1.1% |
| 3 Months | −2.5% | −3.6% | +1.1% |
| 6 Months | +15.3% | +8.1% | +7.2% |
| 1 Year | +2.8% | −2.3% | +5.1% |
|---|
| 2 Years | −4.5% | −3.9% | −0.6% |
|---|
| 3 Years (CAGR) | +6.7% | +9.2% | −2.5% |
|---|
| 4 Years (CAGR) | +11.4% | +11.2% | +0.2% |
|---|
| 5 Years (CAGR) | +8.9% | +8.9% | 0.0% |
|---|
| Since launch | +19.8% | +11.7% | +8.2% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 39-month window · Source: Computed from NAV history
Maximum drawdown: 22.4%
Abans’s story and investment philosophy are on the Abans firm page.
Abhishek Bansal
Chairman & Managing Director, Abans Group
Founder, Chairman and Managing Director of Abans Group. Started the company at the age of 18 as a gold arbitrageur and scaled it into a multinational financial conglomerate operating across commodities, bullion, broking, wealth management, refining and NBFC businesses. Focused on entrepreneurial incubation and long-term global expansion.
Nirbhay Vassa
Chief Financial Officer, Abans Group
Qualified Chartered Accountant with over 15 years of experience in accounting, finance, strategy and process improvement. Known for IFRS and Ind AS expertise and strong execution capability across financial operations.
Bhavik Thakkar
Chief Executive Officer, Wealth Management
Banker with over 15 years of experience across relationship management and financial advisory. Heads Wealth and Investment Management vertical, leading advisory desks and client portfolio strategy.
Chintan Mehta
Chief Executive Officer, Bullion
Chartered Accountant with over 15 years of experience in bullion trading. Instrumental in building Abans’ bullion trading desk, expanding jewelry exports across Asia and Europe, and scaling gold and silver refining with BIS and NABL accreditation.
Shiv Shankar Singh
Executive Vice President, Technology
Technology leader with nearly three decades of experience in IT infrastructure, enterprise security, disaster recovery, and risk management. Has led implementation of trading systems, ISO 27001 standards, and large-scale IT transformation projects across major exchanges and financial institutions.
Mayank Mundhra
Vice President, Enterprise Risk
Enterprise Risk Management specialist with over 11 years of experience in risk management, credit research and predictive modeling. Established Abans’ Enterprise Risk desk. Holds an engineering degree and a postgraduate degree in Finance from Mumbai University.
Tanmay Shah
Head, Quantitative Research & Algorithmic Trading
Leads Quantitative Research and Algorithmic Trading desk. Background in Economics and Financial Economics. Holds CQF qualification and specializes in empirical research, machine learning, options structuring and risk modeling.
Registration No
INP000006484
Not reported — complaint data for this strategy isn't available yet.
Share a few details and our team will walk you through the next steps.
Be the first to discuss Growth and Momentum (TWRR Unitised) — share your research, ask questions, or compare notes with other investors.