Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP) vs Right Horizons - Alliance
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Right Horizons - Alliance
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%
1.80%
6 Months
3.13%
2.80%
1 Year
3.79%
4.89%
3 Years
10.28%
12.23%
5 Years
10.26%
10.64%
Since Inception
14.16%
8.93%
Fund Age
8 yrs 2 mo
12 yrs
AUM
₹1,116.87 Cr
₹134.76 Cr
Alpha – 1 Year
−0.93%
−1.08%
Alpha – 3 Years
−1.81%
1.34%
Information Ratio – 3 Years
-0.53
0.07
Volatility – 1 Year
16.47%
10.79%
Volatility – 3 Years
15.93%
9.62%
Beta – 1 Year
0.94
1.04
Beta – 3 Years
1.02
1.10
Sharpe Ratio – 1 Year
-0.01
-0.01
Sharpe Ratio – 3 Years
0.36
0.69
Worst Rolling Year
9.53%
0.05%
Value at Worst Rolling Year
₹1.10 Cr
₹1.00 Cr
Deepest Drawdown
−22.48%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
20.27%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 29% · S 15%
L 50% · M 11% · S 8%
Number of Stocks
40
33
Portfolio P/E
27.63
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Financial Services · 26.29%
Capital Goods · 11.69%
Healthcare · 8.36%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –