Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP) vs Sundaram Alternate - SELF
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.54%
7.67%
6 Months
3.13%
27.70%
1 Year
3.79%
47.52%
3 Years
10.28%
23.98%
5 Years
10.26%
15.87%
Since Inception
14.16%
18.55%
Fund Age
8 yrs 2 mo
16 yrs 2 mo
AUM
₹1,116.87 Cr
₹1,022.92 Cr
Alpha – 1 Year
−0.93%
42.80%
Alpha – 3 Years
−1.81%
11.89%
Information Ratio – 3 Years
-0.53
1.12
Volatility – 1 Year
16.47%
28.29%
Volatility – 3 Years
15.93%
20.76%
Beta – 1 Year
0.94
1.36
Beta – 3 Years
1.02
1.07
Sharpe Ratio – 1 Year
-0.01
1.33
Sharpe Ratio – 3 Years
0.36
0.99
Worst Rolling Year
9.53%
-4.58%
Value at Worst Rolling Year
₹1.10 Cr
₹0.95 Cr
Deepest Drawdown
−22.48%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
20.27%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 29% · S 15%
L 22% · M 32% · S 42%
Number of Stocks
40
26
Portfolio P/E
27.63
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 26.29%
Capital Goods · 11.69%
Healthcare · 8.36%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%