Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP) vs Right Horizons - Alphabots India Largecap 50
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.54%
4.41%
6 Months
3.13%
0.07%
1 Year
3.79%
4.08%
3 Years
10.28%
6.47%
5 Years
10.26%
—
Since Inception
14.16%
11.08%
Fund Age
8 yrs 2 mo
6 yrs 6 mo
AUM
₹1,116.87 Cr
₹1.91 Cr
Alpha – 1 Year
−0.93%
4.51%
Alpha – 3 Years
−1.81%
−2.09%
Information Ratio – 3 Years
-0.53
-0.44
Volatility – 1 Year
16.47%
16.64%
Volatility – 3 Years
15.93%
14.35%
Beta – 1 Year
0.94
0.98
Beta – 3 Years
1.02
1.00
Sharpe Ratio – 1 Year
-0.01
-0.01
Sharpe Ratio – 3 Years
0.36
0.13
Worst Rolling Year
9.53%
5.64%
Value at Worst Rolling Year
₹1.10 Cr
₹1.06 Cr
Deepest Drawdown
−22.48%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.27%
7.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 29% · S 15%
L 90% · M 7%
Number of Stocks
40
50
Portfolio P/E
27.63
26.76
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 · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
Top Sectors
Financial Services · 26.29%
Capital Goods · 11.69%
Healthcare · 8.36%
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
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% / –