Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP) vs Avestha - Growth
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Avestha - 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%
0.64%
6 Months
3.13%
21.51%
1 Year
3.79%
15.87%
3 Years
10.28%
14.38%
5 Years
10.26%
17.96%
Since Inception
14.16%
16.82%
Fund Age
8 yrs 2 mo
8 yrs 9 mo
AUM
₹1,116.87 Cr
₹1,503.25 Cr
Alpha – 1 Year
−0.93%
11.15%
Alpha – 3 Years
−1.81%
2.29%
Information Ratio – 3 Years
-0.53
0.39
Volatility – 1 Year
16.47%
27.51%
Volatility – 3 Years
15.93%
22.70%
Beta – 1 Year
0.94
1.48
Beta – 3 Years
1.02
1.25
Sharpe Ratio – 1 Year
-0.01
0.47
Sharpe Ratio – 3 Years
0.36
0.50
Worst Rolling Year
9.53%
1.64%
Value at Worst Rolling Year
₹1.10 Cr
₹1.02 Cr
Deepest Drawdown
−22.48%
−24.39%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.27%
23.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 29% · S 15%
L 12% · M 19% · S 67%
Number of Stocks
40
17
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%
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
Top Sectors
Financial Services · 26.29%
Capital Goods · 11.69%
Healthcare · 8.36%
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%