Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Innovation vs BB Bluechip
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Innovation
BB Bluechip
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.26%
3.28%
6 Months
2.99%
16.54%
1 Year
−3.69%
15.86%
3 Years
10.02%
—
5 Years
11.07%
—
Since Inception
15.34%
29.22%
Fund Age
8 yrs 4 mo
17 mo
AUM
₹143.52 Cr
₹12.45 Cr
Alpha – 1 Year
−8.41%
12.88%
Alpha – 3 Years
−2.07%
—
Information Ratio – 3 Years
-0.34
—
Volatility – 1 Year
19.13%
23.63%
Volatility – 3 Years
16.08%
—
Beta – 1 Year
1.05
1.27
Beta – 3 Years
0.98
—
Sharpe Ratio – 1 Year
-0.38
0.50
Sharpe Ratio – 3 Years
0.35
—
Worst Rolling Year
10.02%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−22.11%
−13.85%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.21%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 50% · M 21% · S 27%
L 53% · M 1% · S 36%
Number of Stocks
30
16
Portfolio P/E
35.28
18.79
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%
Life Insurance Corporation of India · 16.80%
Indian Energy Exchange Ltd · 10.78%
Bajaj Holdings & Investment Ltd · 7.29%
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 7.22%
Sun Pharmaceutical Industries Ltd · 7.21%
Top Sectors
Financial Services · 28.99%
Information Technology · 12.38%
Telecommunication · 9.09%
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%