Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP) vs Renaissance - Opportunities Portfolio
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.54%
−0.04%
6 Months
3.13%
0.28%
1 Year
3.79%
2.14%
3 Years
10.28%
10.02%
5 Years
10.26%
13.15%
Since Inception
14.16%
11.46%
Fund Age
8 yrs 2 mo
8 yrs 7 mo
AUM
₹1,116.87 Cr
₹585.94 Cr
Alpha – 1 Year
−0.93%
2.49%
Alpha – 3 Years
−1.81%
1.02%
Information Ratio – 3 Years
-0.53
0.18
Volatility – 1 Year
16.47%
16.38%
Volatility – 3 Years
15.93%
14.42%
Beta – 1 Year
0.94
1.00
Beta – 3 Years
1.02
0.96
Sharpe Ratio – 1 Year
-0.01
-0.13
Sharpe Ratio – 3 Years
0.36
0.38
Worst Rolling Year
9.53%
3.37%
Value at Worst Rolling Year
₹1.10 Cr
₹1.03 Cr
Deepest Drawdown
−22.48%
−17.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.27%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 29% · S 15%
L 65% · M 26% · S 8%
Number of Stocks
40
31
Portfolio P/E
27.63
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
Financial Services · 26.29%
Capital Goods · 11.69%
Healthcare · 8.36%
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 1% / 0%