Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP) vs Right Horizons - Alphabots India 100
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Right Horizons - Alphabots India 100
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%
4.29%
6 Months
3.13%
2.17%
1 Year
3.79%
7.07%
3 Years
10.28%
15.12%
5 Years
10.26%
—
Since Inception
14.16%
19.80%
Fund Age
8 yrs 2 mo
7 yrs 3 mo
AUM
₹1,116.87 Cr
₹7.19 Cr
Alpha – 1 Year
−0.93%
7.50%
Alpha – 3 Years
−1.81%
6.56%
Information Ratio – 3 Years
-0.53
1.22
Volatility – 1 Year
16.47%
19.38%
Volatility – 3 Years
15.93%
16.31%
Beta – 1 Year
0.94
1.18
Beta – 3 Years
1.02
1.13
Sharpe Ratio – 1 Year
-0.01
0.17
Sharpe Ratio – 3 Years
0.36
0.62
Worst Rolling Year
9.53%
14.31%
Value at Worst Rolling Year
₹1.10 Cr
₹1.14 Cr
Deepest Drawdown
−22.48%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.27%
16.29%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 29% · S 15%
L 73% · M 25%
Number of Stocks
40
100
Portfolio P/E
27.63
27.01
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%
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
Financial Services · 26.29%
Capital Goods · 11.69%
Healthcare · 8.36%
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
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% / –