Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP) vs Ambit - caliber
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Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Ambit - caliber
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%
1.17%
6 Months
3.13%
3.92%
1 Year
3.79%
9.29%
3 Years
10.28%
14.80%
5 Years
10.26%
9.78%
Since Inception
14.16%
14.35%
Fund Age
8 yrs 2 mo
5 yrs 5 mo
AUM
₹1,116.87 Cr
₹95.56 Cr
Alpha – 1 Year
−0.93%
9.72%
Alpha – 3 Years
−1.81%
6.23%
Information Ratio – 3 Years
-0.53
0.76
Volatility – 1 Year
16.47%
16.82%
Volatility – 3 Years
15.93%
15.81%
Beta – 1 Year
0.94
1.02
Beta – 3 Years
1.02
0.98
Sharpe Ratio – 1 Year
-0.01
0.29
Sharpe Ratio – 3 Years
0.36
0.61
Worst Rolling Year
9.53%
5.26%
Value at Worst Rolling Year
₹1.10 Cr
₹1.05 Cr
Deepest Drawdown
−22.48%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.27%
15.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 29% · S 15%
L 55% · M 33% · S 10%
Number of Stocks
40
59
Portfolio P/E
27.63
34.30
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%
Bajaj Finance Ltd · 5.19%
ICICI Bank Ltd · 4.86%
Bajaj Auto Ltd · 4.60%
Syrma SGS Technology Ltd · 3.60%
Piramal Finance Ltd · 3.49%
Top Sectors
Financial Services · 26.29%
Capital Goods · 11.69%
Healthcare · 8.36%
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%