Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP) vs Right Horizons - All Seasons
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Right Horizons - All Seasons
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%
1.32%
6 Months
3.13%
3.83%
1 Year
3.79%
9.77%
3 Years
10.28%
13.19%
5 Years
10.26%
12.01%
Since Inception
14.16%
14.38%
Fund Age
8 yrs 2 mo
6 yrs 8 mo
AUM
₹1,116.87 Cr
₹42.66 Cr
Alpha – 1 Year
−0.93%
3.80%
Alpha – 3 Years
−1.81%
2.30%
Information Ratio – 3 Years
-0.53
0.23
Volatility – 1 Year
16.47%
15.84%
Volatility – 3 Years
15.93%
12.64%
Beta – 1 Year
0.94
1.56
Beta – 3 Years
1.02
1.48
Sharpe Ratio – 1 Year
-0.01
0.32
Sharpe Ratio – 3 Years
0.36
0.70
Worst Rolling Year
9.53%
9.09%
Value at Worst Rolling Year
₹1.10 Cr
₹1.09 Cr
Deepest Drawdown
−22.48%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.27%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 29% · S 15%
L 37% · M 21% · S 27%
Number of Stocks
40
16
Portfolio P/E
27.63
—
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Financial Services · 26.29%
Capital Goods · 11.69%
Healthcare · 8.36%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%