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ABSL Money Manager Fund vs Aditya Birla - India Equity Opportunities Fund

ABSL Money Manager Fund

Aditya Birla - India Equity Opportunities Fund

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Growth of ₹1 Crore

ABSL Money Manager Fund

Aditya Birla - India Equity Opportunities Fund

Return for the risk

3 yrs return

10%

15%

20%

Aditya Birla - India Equity Opportunities Fund

13.2% • vol 16.1%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

—

3.51%

6 Months

—

6.80%

1 Year

—

2.38%

3 Years

—

13.18%

5 Years

—

Since Inception

—

14.39%

Fund Age

—

4 yrs 7 mo

AUM

—

₹196.51 Cr

Alpha – 1 Year

—

−1.17%

Alpha – 3 Years

—

−0.04%

Information Ratio – 3 Years

—

-0.04

Volatility – 1 Year

—

16.17%

Volatility – 3 Years

—

16.05%

Beta – 1 Year

—

0.85

Beta – 3 Years

—

0.91

Sharpe Ratio – 1 Year

—

-0.11

Sharpe Ratio – 3 Years

—

0.52

Worst Rolling Year

—

12.74%

Value at Worst Rolling Year

—

₹1.13 Cr

Deepest Drawdown

—

−19.54%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

17.76%

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 43% · M 30% · S 23%

Number of Stocks

—

Portfolio P/E

—

40.67

Top 5 Holdings

—

Radico Khaitan Ltd · 7.91%

Garware Hi Tech Films Ltd · 5.32%

Bharat Forge Ltd · 5.12%

Axis Bank Ltd · 4.59%

Cash & Cash Equivalent · 4.48%

Top Sectors

—

Financial Services · 20.32%

Fast Moving Consumer Goods · 11.03%

Automobile and Auto Components · 10.29%

Fixed Fee

—

2.50% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

3% / 2% / 1%

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