Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP) vs Wealth Managers - Focused Leadership Portfolio
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
3.13%
13.10%
1 Year
3.79%
18.11%
3 Years
10.28%
14.56%
5 Years
10.26%
8.71%
Since Inception
14.16%
13.67%
Fund Age
8 yrs 2 mo
11 yrs 2 mo
AUM
₹1,116.87 Cr
₹138.06 Cr
Alpha – 1 Year
−0.93%
18.46%
Alpha – 3 Years
−1.81%
5.57%
Information Ratio – 3 Years
-0.53
0.62
Volatility – 1 Year
16.47%
22.83%
Volatility – 3 Years
15.93%
16.72%
Beta – 1 Year
0.94
1.29
Beta – 3 Years
1.02
1.00
Sharpe Ratio – 1 Year
-0.01
0.61
Sharpe Ratio – 3 Years
0.36
0.55
Worst Rolling Year
9.53%
-8.44%
Value at Worst Rolling Year
₹1.10 Cr
₹0.92 Cr
Deepest Drawdown
−22.48%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
20.27%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 29% · S 15%
L 38% · M 14% · S 45%
Number of Stocks
40
18
Portfolio P/E
27.63
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 26.29%
Capital Goods · 11.69%
Healthcare · 8.36%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%