Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Innovation vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Innovation
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.26%
1.32%
6 Months
2.99%
3.83%
1 Year
−3.69%
9.77%
3 Years
10.02%
13.19%
5 Years
11.07%
12.01%
Since Inception
15.34%
14.38%
Fund Age
8 yrs 4 mo
6 yrs 8 mo
AUM
₹143.52 Cr
₹42.66 Cr
Alpha – 1 Year
−8.41%
3.80%
Alpha – 3 Years
−2.07%
2.30%
Information Ratio – 3 Years
-0.34
0.23
Volatility – 1 Year
19.13%
15.84%
Volatility – 3 Years
16.08%
12.64%
Beta – 1 Year
1.05
1.56
Beta – 3 Years
0.98
1.48
Sharpe Ratio – 1 Year
-0.38
0.32
Sharpe Ratio – 3 Years
0.35
0.70
Worst Rolling Year
10.02%
9.09%
Value at Worst Rolling Year
₹1.10 Cr
₹1.09 Cr
Deepest Drawdown
−22.11%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.21%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 50% · M 21% · S 27%
L 37% · M 21% · S 27%
Number of Stocks
30
16
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Financial Services · 28.99%
Information Technology · 12.38%
Telecommunication · 9.09%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%