Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP) vs Sundaram Alternate - Rising Stars
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.54%
7.03%
6 Months
3.13%
31.10%
1 Year
3.79%
52.47%
3 Years
10.28%
17.74%
5 Years
10.26%
16.38%
Since Inception
14.16%
15.58%
Fund Age
8 yrs 2 mo
16 yrs 9 mo
AUM
₹1,116.87 Cr
₹132.42 Cr
Alpha – 1 Year
−0.93%
47.75%
Alpha – 3 Years
−1.81%
5.65%
Information Ratio – 3 Years
-0.53
0.46
Volatility – 1 Year
16.47%
26.74%
Volatility – 3 Years
15.93%
21.32%
Beta – 1 Year
0.94
1.30
Beta – 3 Years
1.02
0.97
Sharpe Ratio – 1 Year
-0.01
1.52
Sharpe Ratio – 3 Years
0.36
0.68
Worst Rolling Year
9.53%
-15.93%
Value at Worst Rolling Year
₹1.10 Cr
₹0.84 Cr
Deepest Drawdown
−22.48%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
20.27%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 52% · M 29% · S 15%
M 9% · S 83%
Number of Stocks
40
26
Portfolio P/E
27.63
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Financial Services · 26.29%
Capital Goods · 11.69%
Healthcare · 8.36%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%