Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Innovation vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Innovation
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.26%
7.67%
6 Months
2.99%
27.70%
1 Year
−3.69%
47.52%
3 Years
10.02%
23.98%
5 Years
11.07%
15.87%
Since Inception
15.34%
18.55%
Fund Age
8 yrs 4 mo
16 yrs 2 mo
AUM
₹143.52 Cr
₹1,022.92 Cr
Alpha – 1 Year
−8.41%
42.80%
Alpha – 3 Years
−2.07%
11.89%
Information Ratio – 3 Years
-0.34
1.12
Volatility – 1 Year
19.13%
28.29%
Volatility – 3 Years
16.08%
20.76%
Beta – 1 Year
1.05
1.36
Beta – 3 Years
0.98
1.07
Sharpe Ratio – 1 Year
-0.38
1.33
Sharpe Ratio – 3 Years
0.35
0.99
Worst Rolling Year
10.02%
-4.58%
Value at Worst Rolling Year
₹1.10 Cr
₹0.95 Cr
Deepest Drawdown
−22.11%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
21.21%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 50% · M 21% · S 27%
L 22% · M 32% · S 42%
Number of Stocks
30
26
Portfolio P/E
35.28
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 28.99%
Information Technology · 12.38%
Telecommunication · 9.09%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%