Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP) vs Anand Rathi Advisors - Alpha 1 Strategy
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Anand Rathi Advisors - Alpha 1 Strategy
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Anand Rathi Advisors - Alpha 1 Strategy
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%
2.10%
6 Months
3.13%
7.76%
1 Year
3.79%
8.69%
3 Years
10.28%
14.17%
5 Years
10.26%
—
Since Inception
14.16%
18.23%
Fund Age
8 yrs 2 mo
3 yrs 4 mo
AUM
₹1,116.87 Cr
₹10.3 Cr
Alpha – 1 Year
−0.93%
3.97%
Alpha – 3 Years
−1.81%
2.09%
Information Ratio – 3 Years
-0.53
1.14
Volatility – 1 Year
16.47%
18.17%
Volatility – 3 Years
15.93%
15.44%
Beta – 1 Year
0.94
1.03
Beta – 3 Years
1.02
0.99
Sharpe Ratio – 1 Year
-0.01
0.32
Sharpe Ratio – 3 Years
0.36
0.69
Worst Rolling Year
9.53%
13.56%
Value at Worst Rolling Year
₹1.10 Cr
₹1.14 Cr
Deepest Drawdown
−22.48%
−19.52%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.27%
15.40%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 29% · S 15%
—
Number of Stocks
40
15
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%
Kotak Multi Cap Fund - Direct (G) · 7.30%
DSP Small Cap Fund - Direct (G) · 6.91%
HDFC Small Cap Fund - Direct (G) · 6.79%
Motilal Oswal Large and Midcap Fund - Dir (G) · 6.78%
HDFC Focused Fund - Direct (G) · 6.75%
Top Sectors
Financial Services · 26.29%
Capital Goods · 11.69%
Healthcare · 8.36%
—
Fixed Fee
2.50% / yr
1.10% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%