Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Innovation vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Innovation
Right Horizons - Alliance
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%
1.80%
6 Months
2.99%
2.80%
1 Year
−3.69%
4.89%
3 Years
10.02%
12.23%
5 Years
11.07%
10.64%
Since Inception
15.34%
8.93%
Fund Age
8 yrs 4 mo
12 yrs
AUM
₹143.52 Cr
₹134.76 Cr
Alpha – 1 Year
−8.41%
−1.08%
Alpha – 3 Years
−2.07%
1.34%
Information Ratio – 3 Years
-0.34
0.07
Volatility – 1 Year
19.13%
10.79%
Volatility – 3 Years
16.08%
9.62%
Beta – 1 Year
1.05
1.04
Beta – 3 Years
0.98
1.10
Sharpe Ratio – 1 Year
-0.38
-0.01
Sharpe Ratio – 3 Years
0.35
0.69
Worst Rolling Year
10.02%
0.05%
Value at Worst Rolling Year
₹1.10 Cr
₹1.00 Cr
Deepest Drawdown
−22.11%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
21.21%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 50% · M 21% · S 27%
L 50% · M 11% · S 8%
Number of Stocks
30
33
Portfolio P/E
35.28
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Financial Services · 28.99%
Information Technology · 12.38%
Telecommunication · 9.09%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –