Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Innovation vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Innovation
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
2.99%
13.10%
1 Year
−3.69%
18.11%
3 Years
10.02%
14.56%
5 Years
11.07%
8.71%
Since Inception
15.34%
13.67%
Fund Age
8 yrs 4 mo
11 yrs 2 mo
AUM
₹143.52 Cr
₹138.06 Cr
Alpha – 1 Year
−8.41%
18.46%
Alpha – 3 Years
−2.07%
5.57%
Information Ratio – 3 Years
-0.34
0.62
Volatility – 1 Year
19.13%
22.83%
Volatility – 3 Years
16.08%
16.72%
Beta – 1 Year
1.05
1.29
Beta – 3 Years
0.98
1.00
Sharpe Ratio – 1 Year
-0.38
0.61
Sharpe Ratio – 3 Years
0.35
0.55
Worst Rolling Year
10.02%
-8.44%
Value at Worst Rolling Year
₹1.10 Cr
₹0.92 Cr
Deepest Drawdown
−22.11%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
21.21%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 50% · M 21% · S 27%
L 38% · M 14% · S 45%
Number of Stocks
30
18
Portfolio P/E
35.28
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 28.99%
Information Technology · 12.38%
Telecommunication · 9.09%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%