Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Innovation vs Aurum Multiplier Portfolio
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Innovation
Aurum Multiplier Portfolio
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
−2.26%
3.22%
6 Months
2.99%
21.55%
1 Year
−3.69%
12.76%
3 Years
10.02%
17.77%
5 Years
11.07%
17.56%
Since Inception
15.34%
17.72%
Fund Age
8 yrs 4 mo
6 yrs 8 mo
AUM
₹143.52 Cr
₹42.03 Cr
Alpha – 1 Year
−8.41%
8.04%
Alpha – 3 Years
−2.07%
5.68%
Information Ratio – 3 Years
-0.34
0.47
Volatility – 1 Year
19.13%
28.82%
Volatility – 3 Years
16.08%
20.90%
Beta – 1 Year
1.05
1.51
Beta – 3 Years
0.98
1.13
Sharpe Ratio – 1 Year
-0.38
0.37
Sharpe Ratio – 3 Years
0.35
0.64
Worst Rolling Year
10.02%
11.09%
Value at Worst Rolling Year
₹1.10 Cr
₹1.11 Cr
Deepest Drawdown
−22.11%
−23.45%
Recovery Period
Not yet recovered
91 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.21%
21.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 50% · M 21% · S 27%
—
Number of Stocks
30
—
Portfolio P/E
35.28
—
Top 5 Holdings
Bharti Airtel Ltd · 9.09%
ICICI Bank Ltd · 8.91%
Persistent Systems Ltd · 7.82%
Trent Ltd · 6.92%
Fiem Industries Ltd · 5.76%
Greaves Cotton Ltd · 0.00%
Welspun Corp Ltd · 0.00%
S J S Enterprises Ltd · 0.00%
Star Health & Allied Insurance Company Ltd · 0.00%
Welspun Corp Ltd · 0.00%
Top Sectors
Financial Services · 28.99%
Information Technology · 12.38%
Telecommunication · 9.09%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%