Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Alchemy - Ascent
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Aditya Birla Sun Life (ABSL) - SSP
Alchemy - Ascent
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
0.79%
4.39%
6 Months
10.53%
8.65%
1 Year
15.92%
14.07%
3 Years
22.93%
8.50%
5 Years
18.33%
7.26%
Since Inception
17.15%
13.68%
Fund Age
16 yrs 10 mo
6 yrs 11 mo
AUM
₹767.31 Cr
₹234.24 Cr
Alpha – 1 Year
11.20%
9.35%
Alpha – 3 Years
10.84%
−3.59%
Information Ratio – 3 Years
1.21
-0.32
Volatility – 1 Year
20.11%
17.05%
Volatility – 3 Years
18.00%
19.82%
Beta – 1 Year
1.06
0.90
Beta – 3 Years
1.03
1.09
Sharpe Ratio – 1 Year
0.57
0.55
Sharpe Ratio – 3 Years
0.95
0.25
Worst Rolling Year
-14.86%
4.86%
Value at Worst Rolling Year
₹0.85 Cr
₹1.05 Cr
Deepest Drawdown
−20.27%
−34.92%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
82.37%
100.00%
Median Rolling Year
23.49%
16.62%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
L 25% · M 33% · S 39%
Number of Stocks
41
70
Portfolio P/E
36.67
29.14
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%
Eicher Motors Ltd · 5.45%
Apar Industries Ltd · 5.43%
Glenmark Pharmaceuticals Ltd · 4.49%
CCL Products (India) Ltd · 4.47%
SPR Auto Technologies Ltd · 4.30%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
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%