Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP) vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Motilal Oswal-Founders
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%
0.25%
6 Months
3.13%
15.19%
1 Year
3.79%
3.21%
3 Years
10.28%
19.65%
5 Years
10.26%
—
Since Inception
14.16%
25.09%
Fund Age
8 yrs 2 mo
3 yrs 5 mo
AUM
₹1,116.87 Cr
₹4,148.34 Cr
Alpha – 1 Year
−0.93%
0.23%
Alpha – 3 Years
−1.81%
7.77%
Information Ratio – 3 Years
-0.53
0.62
Volatility – 1 Year
16.47%
21.54%
Volatility – 3 Years
15.93%
22.15%
Beta – 1 Year
0.94
1.06
Beta – 3 Years
1.02
1.15
Sharpe Ratio – 1 Year
-0.01
-0.01
Sharpe Ratio – 3 Years
0.36
0.68
Worst Rolling Year
9.53%
19.49%
Value at Worst Rolling Year
₹1.10 Cr
₹1.19 Cr
Deepest Drawdown
−22.48%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.27%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 29% · S 15%
L 26% · M 35% · S 37%
Number of Stocks
40
26
Portfolio P/E
27.63
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Financial Services · 26.29%
Capital Goods · 11.69%
Healthcare · 8.36%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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%