Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP) vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Motilal Oswal - Ethical
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%
1.53%
6 Months
3.13%
18.13%
1 Year
3.79%
13.15%
3 Years
10.28%
14.12%
5 Years
10.26%
11.96%
Since Inception
14.16%
13.25%
Fund Age
8 yrs 2 mo
5 yrs 1 mo
AUM
₹1,116.87 Cr
₹77.09 Cr
Alpha – 1 Year
−0.93%
10.17%
Alpha – 3 Years
−1.81%
2.24%
Information Ratio – 3 Years
-0.53
0.36
Volatility – 1 Year
16.47%
23.76%
Volatility – 3 Years
15.93%
19.81%
Beta – 1 Year
0.94
1.23
Beta – 3 Years
1.02
1.14
Sharpe Ratio – 1 Year
-0.01
0.40
Sharpe Ratio – 3 Years
0.36
0.50
Worst Rolling Year
9.53%
8.04%
Value at Worst Rolling Year
₹1.10 Cr
₹1.08 Cr
Deepest Drawdown
−22.48%
−27.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.27%
16.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 29% · S 15%
L 28% · M 28% · S 44%
Number of Stocks
40
20
Portfolio P/E
27.63
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
Financial Services · 26.29%
Capital Goods · 11.69%
Healthcare · 8.36%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%