Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP) vs Alchemy High Growth
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Alchemy High Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.54%
4.23%
6 Months
3.13%
0.96%
1 Year
3.79%
14.90%
3 Years
10.28%
14.68%
5 Years
10.26%
10.31%
Since Inception
14.16%
19.96%
Fund Age
8 yrs 2 mo
24 yrs 3 mo
AUM
₹1,116.87 Cr
₹757.54 Cr
Alpha – 1 Year
−0.93%
10.18%
Alpha – 3 Years
−1.81%
2.59%
Information Ratio – 3 Years
-0.53
0.54
Volatility – 1 Year
16.47%
22.77%
Volatility – 3 Years
15.93%
22.88%
Beta – 1 Year
0.94
1.00
Beta – 3 Years
1.02
1.22
Sharpe Ratio – 1 Year
-0.01
0.49
Sharpe Ratio – 3 Years
0.36
0.49
Worst Rolling Year
9.53%
-9.25%
Value at Worst Rolling Year
₹1.10 Cr
₹0.91 Cr
Deepest Drawdown
−22.48%
−36.23%
Recovery Period
Not yet recovered
395 days
1-Year Rolling Windows Positive
100.00%
90.02%
Median Rolling Year
20.27%
15.11%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 52% · M 29% · S 15%
L 41% · M 14% · S 34%
Number of Stocks
40
62
Portfolio P/E
27.63
36.83
Top 5 Holdings
ICICI Bank Ltd · 5.53%
Bharti Airtel Ltd · 5.15%
Bharat Dynamics Ltd · 4.85%
Cholamandalam Investment & Finance Company Ltd · 4.36%
Torrent Pharmaceuticals Ltd · 4.28%
Multi Commodity Exchange of India Ltd · 7.33%
BSE Ltd · 5.86%
National Aluminium Company Ltd · 5.30%
Lloyds Metals & Energy Ltd · 5.06%
Nippon Life India Asset Management Ltd · 4.84%
Top Sectors
Financial Services · 26.29%
Capital Goods · 11.69%
Healthcare · 8.36%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%