Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Innovation vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Innovation
Quest Investment Managers – Multi
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%
6.28%
6 Months
2.99%
16.32%
1 Year
−3.69%
11.67%
3 Years
10.02%
19.26%
5 Years
11.07%
13.96%
Since Inception
15.34%
16.00%
Fund Age
8 yrs 4 mo
12 yrs
AUM
₹143.52 Cr
₹725.3 Cr
Alpha – 1 Year
−8.41%
6.95%
Alpha – 3 Years
−2.07%
7.18%
Information Ratio – 3 Years
-0.34
0.87
Volatility – 1 Year
19.13%
21.97%
Volatility – 3 Years
16.08%
19.77%
Beta – 1 Year
1.05
1.15
Beta – 3 Years
0.98
1.13
Sharpe Ratio – 1 Year
-0.38
0.37
Sharpe Ratio – 3 Years
0.35
0.73
Worst Rolling Year
10.02%
-10.23%
Value at Worst Rolling Year
₹1.10 Cr
₹0.90 Cr
Deepest Drawdown
−22.11%
−25.02%
Recovery Period
Not yet recovered
525 days
1-Year Rolling Windows Positive
100.00%
93.09%
Median Rolling Year
21.21%
18.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 50% · M 21% · S 27%
L 29% · M 26% · S 42%
Number of Stocks
30
34
Portfolio P/E
35.28
42.87
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%
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
Financial Services · 28.99%
Information Technology · 12.38%
Telecommunication · 9.09%
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
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%