Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP) vs Right Horizons - Flexi Cap
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Right Horizons - Flexi Cap
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%
4.94%
6 Months
3.13%
11.49%
1 Year
3.79%
3.89%
3 Years
10.28%
8.19%
5 Years
10.26%
11.02%
Since Inception
14.16%
10.97%
Fund Age
8 yrs 2 mo
13 yrs 8 mo
AUM
₹1,116.87 Cr
₹360.51 Cr
Alpha – 1 Year
−0.93%
0.91%
Alpha – 3 Years
−1.81%
−3.69%
Information Ratio – 3 Years
-0.53
-0.18
Volatility – 1 Year
16.47%
23.04%
Volatility – 3 Years
15.93%
19.34%
Beta – 1 Year
0.94
1.26
Beta – 3 Years
1.02
1.17
Sharpe Ratio – 1 Year
-0.01
0.04
Sharpe Ratio – 3 Years
0.36
0.30
Worst Rolling Year
9.53%
-8.10%
Value at Worst Rolling Year
₹1.10 Cr
₹0.92 Cr
Deepest Drawdown
−22.48%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
20.27%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 29% · S 15%
L 38% · M 28% · S 33%
Number of Stocks
40
29
Portfolio P/E
27.63
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Financial Services · 26.29%
Capital Goods · 11.69%
Healthcare · 8.36%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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%