Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP) vs Ksema - Future Frontier Portfolio
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Ksema - Future Frontier Portfolio
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Ksema - Future Frontier Portfolio
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%
3.35%
6 Months
3.13%
27.55%
1 Year
3.79%
—
3 Years
10.28%
—
5 Years
10.26%
—
Since Inception
14.16%
23.98%
Fund Age
8 yrs 2 mo
7 mo
AUM
₹1,116.87 Cr
₹3.83 Cr
Alpha – 1 Year
−0.93%
—
Alpha – 3 Years
−1.81%
—
Information Ratio – 3 Years
-0.53
—
Volatility – 1 Year
16.47%
—
Volatility – 3 Years
15.93%
—
Beta – 1 Year
0.94
—
Beta – 3 Years
1.02
—
Sharpe Ratio – 1 Year
-0.01
—
Sharpe Ratio – 3 Years
0.36
—
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%
L 18% · M 24% · S 55%
Number of Stocks
40
32
Portfolio P/E
27.63
49.25
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%
Paras Defence and Space Technologies Ltd · 4.69%
E2E Networks Ltd · 4.32%
Saregama India Ltd · 4.09%
Kaynes Technology India Ltd · 4.02%
Dixon Technologies (India) Ltd · 4.00%
Top Sectors
Financial Services · 26.29%
Capital Goods · 11.69%
Healthcare · 8.36%
Capital Goods · 38.89%
Information Technology · 33.22%
Consumer Durables · 7.20%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%