Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP) vs Sundaram Alternate - VOYAGER
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
3.13%
24.02%
1 Year
3.79%
36.06%
3 Years
10.28%
24.43%
5 Years
10.26%
16.10%
Since Inception
14.16%
15.98%
Fund Age
8 yrs 2 mo
14 yrs 10 mo
AUM
₹1,116.87 Cr
₹214.08 Cr
Alpha – 1 Year
−0.93%
31.34%
Alpha – 3 Years
−1.81%
12.34%
Information Ratio – 3 Years
-0.53
1.07
Volatility – 1 Year
16.47%
26.85%
Volatility – 3 Years
15.93%
19.70%
Beta – 1 Year
0.94
1.34
Beta – 3 Years
1.02
1.03
Sharpe Ratio – 1 Year
-0.01
1.08
Sharpe Ratio – 3 Years
0.36
0.96
Worst Rolling Year
9.53%
-9.81%
Value at Worst Rolling Year
₹1.10 Cr
₹0.90 Cr
Deepest Drawdown
−22.48%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
20.27%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 29% · S 15%
L 40% · M 33% · S 24%
Number of Stocks
40
31
Portfolio P/E
27.63
42.55
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%
MTAR Technologies Ltd · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
Financial Services · 26.29%
Capital Goods · 11.69%
Healthcare · 8.36%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%