Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP) vs Alpha Alternatives - Systematic Equity
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Alpha Alternatives - Systematic Equity
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Alpha Alternatives - Systematic Equity
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%
1.47%
6 Months
3.13%
3.88%
1 Year
3.79%
−7.98%
3 Years
10.28%
11.06%
5 Years
10.26%
10.06%
Since Inception
14.16%
11.56%
Fund Age
8 yrs 2 mo
5 yrs 3 mo
AUM
₹1,116.87 Cr
₹106.37 Cr
Alpha – 1 Year
−0.93%
−10.96%
Alpha – 3 Years
−1.81%
−0.82%
Information Ratio – 3 Years
-0.53
0.00
Volatility – 1 Year
16.47%
16.00%
Volatility – 3 Years
15.93%
17.59%
Beta – 1 Year
0.94
0.79
Beta – 3 Years
1.02
0.97
Sharpe Ratio – 1 Year
-0.01
-0.78
Sharpe Ratio – 3 Years
0.36
0.42
Worst Rolling Year
9.53%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−22.48%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.27%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 29% · S 15%
—
Number of Stocks
40
—
Portfolio P/E
27.63
—
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%
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
Top Sectors
Financial Services · 26.29%
Capital Goods · 11.69%
Healthcare · 8.36%
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%