Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP) vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Magadh - Future Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.54%
3.10%
6 Months
3.13%
4.24%
1 Year
3.79%
17.00%
3 Years
10.28%
21.79%
5 Years
10.26%
20.77%
Since Inception
14.16%
20.65%
Fund Age
8 yrs 2 mo
5 yrs
AUM
₹1,116.87 Cr
₹88.27 Cr
Alpha – 1 Year
−0.93%
12.28%
Alpha – 3 Years
−1.81%
9.70%
Information Ratio – 3 Years
-0.53
1.38
Volatility – 1 Year
16.47%
20.96%
Volatility – 3 Years
15.93%
18.52%
Beta – 1 Year
0.94
1.12
Beta – 3 Years
1.02
1.04
Sharpe Ratio – 1 Year
-0.01
0.60
Sharpe Ratio – 3 Years
0.36
1.04
Worst Rolling Year
9.53%
21.72%
Value at Worst Rolling Year
₹1.10 Cr
₹1.22 Cr
Deepest Drawdown
−22.48%
−18.76%
Recovery Period
Not yet recovered
428 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.27%
30.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 29% · S 15%
L 19% · M 45% · S 35%
Number of Stocks
40
25
Portfolio P/E
27.63
27.45
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%
Laurus Labs Ltd · 10.50%
V2 Retail Ltd · 9.50%
Bank of Maharashtra · 9.16%
Eternal Ltd · 8.75%
Bank of India · 8.20%
Top Sectors
Financial Services · 26.29%
Capital Goods · 11.69%
Healthcare · 8.36%
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0.5% / 0% / 0%