Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Innovation vs Ksema - Future Frontier Portfolio
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Innovation
Ksema - Future Frontier 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
−2.26%
3.35%
6 Months
2.99%
27.55%
1 Year
−3.69%
—
3 Years
10.02%
—
5 Years
11.07%
—
Since Inception
15.34%
23.98%
Fund Age
8 yrs 4 mo
7 mo
AUM
₹143.52 Cr
₹3.83 Cr
Alpha – 1 Year
−8.41%
—
Alpha – 3 Years
−2.07%
—
Information Ratio – 3 Years
-0.34
—
Volatility – 1 Year
19.13%
—
Volatility – 3 Years
16.08%
—
Beta – 1 Year
1.05
—
Beta – 3 Years
0.98
—
Sharpe Ratio – 1 Year
-0.38
—
Sharpe Ratio – 3 Years
0.35
—
Worst Rolling Year
10.02%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−22.11%
—
Recovery Period
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 18% · M 24% · S 55%
Number of Stocks
30
32
Portfolio P/E
35.28
49.25
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%
Paras Defence and Space Technologies Ltd · 4.69%
E2E Networks Ltd · 4.32%
Saregama India Ltd · 4.09%
Kaynes Technology India Ltd · 4.02%
Dixon Technologies (India) Ltd · 4.00%
Top Sectors
Financial Services · 28.99%
Information Technology · 12.38%
Telecommunication · 9.09%
Capital Goods · 38.89%
Information Technology · 33.22%
Consumer Durables · 7.20%
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%