Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Innovation vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Innovation
Sundaram Alternate - SISOP
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%
5.72%
6 Months
2.99%
23.48%
1 Year
−3.69%
38.68%
3 Years
10.02%
26.01%
5 Years
11.07%
16.58%
Since Inception
15.34%
18.98%
Fund Age
8 yrs 4 mo
16 yrs 6 mo
AUM
₹143.52 Cr
₹1,885.18 Cr
Alpha – 1 Year
−8.41%
33.96%
Alpha – 3 Years
−2.07%
13.92%
Information Ratio – 3 Years
-0.34
1.27
Volatility – 1 Year
19.13%
28.06%
Volatility – 3 Years
16.08%
20.41%
Beta – 1 Year
1.05
1.39
Beta – 3 Years
0.98
1.06
Sharpe Ratio – 1 Year
-0.38
1.12
Sharpe Ratio – 3 Years
0.35
1.06
Worst Rolling Year
10.02%
-4.06%
Value at Worst Rolling Year
₹1.10 Cr
₹0.96 Cr
Deepest Drawdown
−22.11%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
21.21%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 50% · M 21% · S 27%
L 40% · M 32% · S 24%
Number of Stocks
30
28
Portfolio P/E
35.28
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Financial Services · 28.99%
Information Technology · 12.38%
Telecommunication · 9.09%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%