Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Aequitas - India Opportunities Product
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Aequitas - India Opportunities Product
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.79%
5.66%
6 Months
10.53%
−5.56%
1 Year
15.92%
34.70%
3 Years
22.93%
27.41%
5 Years
18.33%
32.51%
Since Inception
17.15%
32.15%
Fund Age
16 yrs 10 mo
13 yrs 6 mo
AUM
₹767.31 Cr
₹2,318.72 Cr
Alpha – 1 Year
11.20%
35.05%
Alpha – 3 Years
10.84%
18.41%
Information Ratio – 3 Years
1.21
1.03
Volatility – 1 Year
20.11%
21.67%
Volatility – 3 Years
18.00%
15.53%
Beta – 1 Year
1.06
0.28
Beta – 3 Years
1.03
0.35
Sharpe Ratio – 1 Year
0.57
1.24
Sharpe Ratio – 3 Years
0.95
1.31
Worst Rolling Year
-14.86%
-17.36%
Value at Worst Rolling Year
₹0.85 Cr
₹0.83 Cr
Deepest Drawdown
−20.27%
−21.72%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
82.37%
88.36%
Median Rolling Year
23.49%
37.79%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
L 4% · M 6% · S 13%
Number of Stocks
41
9
Portfolio P/E
36.67
14.68
Top 5 Holdings
BSE Ltd · 9.00%
Federal Bank Ltd · 5.53%
Lumax Industries Ltd · 5.48%
Persistent Systems Ltd · 5.29%
Cash & Cash Equivalent · 4.72%
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Financial Services · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%