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Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP) vs Motilal Oswal - Mid to Mega strategy
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.54%
4.17%
6 Months
3.13%
19.62%
1 Year
3.79%
12.19%
3 Years
10.28%
23.51%
5 Years
10.26%
13.96%
Since Inception
14.16%
23.13%
Fund Age
8 yrs 2 mo
6 yrs 7 mo
AUM
₹1,116.87 Cr
₹2,332.81 Cr
Alpha – 1 Year
−0.93%
9.21%
Alpha – 3 Years
−1.81%
11.63%
Information Ratio – 3 Years
-0.53
0.83
Volatility – 1 Year
16.47%
26.11%
Volatility – 3 Years
15.93%
21.82%
Beta – 1 Year
0.94
1.32
Beta – 3 Years
1.02
1.14
Sharpe Ratio – 1 Year
-0.01
0.33
Sharpe Ratio – 3 Years
0.36
0.83
Worst Rolling Year
9.53%
12.50%
Value at Worst Rolling Year
₹1.10 Cr
₹1.13 Cr
Deepest Drawdown
−22.48%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.27%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 29% · S 15%
L 14% · M 33% · S 52%
Number of Stocks
40
33
Portfolio P/E
27.63
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Financial Services · 26.29%
Capital Goods · 11.69%
Healthcare · 8.36%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%