Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP) vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Oro-alpha compounders
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%
2.98%
6 Months
3.13%
−0.13%
1 Year
3.79%
−2.80%
3 Years
10.28%
13.20%
5 Years
10.26%
—
Since Inception
14.16%
13.51%
Fund Age
8 yrs 2 mo
3 yrs 8 mo
AUM
₹1,116.87 Cr
₹30.6 Cr
Alpha – 1 Year
−0.93%
−5.78%
Alpha – 3 Years
−1.81%
1.30%
Information Ratio – 3 Years
-0.53
0.16
Volatility – 1 Year
16.47%
16.62%
Volatility – 3 Years
15.93%
16.99%
Beta – 1 Year
0.94
0.93
Beta – 3 Years
1.02
1.05
Sharpe Ratio – 1 Year
-0.01
-0.42
Sharpe Ratio – 3 Years
0.36
0.50
Worst Rolling Year
9.53%
13.00%
Value at Worst Rolling Year
₹1.10 Cr
₹1.13 Cr
Deepest Drawdown
−22.48%
−20.23%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.27%
17.04%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 29% · S 15%
L 44% · M 26% · S 17%
Number of Stocks
40
24
Portfolio P/E
27.63
32.10
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%
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
Financial Services · 26.29%
Capital Goods · 11.69%
Healthcare · 8.36%
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%