Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Innovation vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Innovation
Right Horizons - India Business Leaders
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%
3.11%
6 Months
2.99%
4.12%
1 Year
−3.69%
−0.25%
3 Years
10.02%
10.95%
5 Years
11.07%
10.56%
Since Inception
15.34%
10.62%
Fund Age
8 yrs 4 mo
13 yrs 8 mo
AUM
₹143.52 Cr
₹41.22 Cr
Alpha – 1 Year
−8.41%
0.18%
Alpha – 3 Years
−2.07%
2.39%
Information Ratio – 3 Years
-0.34
0.52
Volatility – 1 Year
19.13%
20.61%
Volatility – 3 Years
16.08%
17.57%
Beta – 1 Year
1.05
1.24
Beta – 3 Years
0.98
1.19
Sharpe Ratio – 1 Year
-0.38
-0.18
Sharpe Ratio – 3 Years
0.35
0.46
Worst Rolling Year
10.02%
-10.52%
Value at Worst Rolling Year
₹1.10 Cr
₹0.89 Cr
Deepest Drawdown
−22.11%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
21.21%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 50% · M 21% · S 27%
L 70% · M 29%
Number of Stocks
30
25
Portfolio P/E
35.28
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Financial Services · 28.99%
Information Technology · 12.38%
Telecommunication · 9.09%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%