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Abans Growth and Momentum vs Aditya Birla Sun Life (ABSL) - SSP
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Aditya Birla Sun Life (ABSL) - SSP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
0.79%
6 Months
7.53%
10.53%
1 Year
10.69%
15.92%
3 Years
9.96%
22.93%
5 Years
10.97%
18.33%
Since Inception
20.53%
17.15%
Fund Age
14 yrs 7 mo
16 yrs 10 mo
AUM
₹132.39 Cr
₹767.31 Cr
Alpha – 1 Year
5.97%
11.20%
Alpha – 3 Years
−2.13%
10.84%
Information Ratio – 3 Years
-0.28
1.21
Volatility – 1 Year
20.88%
20.11%
Volatility – 3 Years
19.08%
18.00%
Beta – 1 Year
1.15
1.06
Beta – 3 Years
1.12
1.03
Sharpe Ratio – 1 Year
0.34
0.57
Sharpe Ratio – 3 Years
0.32
0.95
Worst Rolling Year
-4.87%
-14.86%
Value at Worst Rolling Year
₹0.95 Cr
₹0.85 Cr
Deepest Drawdown
−22.42%
−20.27%
Recovery Period
Not yet recovered
94 days
1-Year Rolling Windows Positive
96.43%
82.37%
Median Rolling Year
20.05%
23.49%
5-Year Rolling Windows Positive
100.00%
97.90%
Market-Cap Mix
L 47% · M 22% · S 18%
L 23% · M 38% · S 34%
Number of Stocks
23
41
Portfolio P/E
60.38
36.67
Top 5 Holdings
Bajaj Finance Ltd · 7.00%
Piramal Finance Ltd · 7.00%
Shriram Finance Ltd · 7.00%
ICICI Bank Ltd · 6.00%
Apollo Hospitals Enterprise Ltd · 5.00%
BSE Ltd · 9.00%
Federal Bank Ltd · 5.53%
Lumax Industries Ltd · 5.48%
Persistent Systems Ltd · 5.29%
Cash & Cash Equivalent · 4.72%
Top Sectors
—
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%