Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Alchemy Select Stock
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Alchemy Select Stock
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%
7.30%
6 Months
10.53%
20.36%
1 Year
15.92%
18.14%
3 Years
22.93%
21.64%
5 Years
18.33%
16.27%
Since Inception
17.15%
19.97%
Fund Age
16 yrs 10 mo
17 yrs 8 mo
AUM
₹767.31 Cr
₹5,014.26 Cr
Alpha – 1 Year
11.20%
13.42%
Alpha – 3 Years
10.84%
9.55%
Information Ratio – 3 Years
1.21
0.97
Volatility – 1 Year
20.11%
21.97%
Volatility – 3 Years
18.00%
19.06%
Beta – 1 Year
1.06
1.13
Beta – 3 Years
1.03
1.07
Sharpe Ratio – 1 Year
0.57
0.62
Sharpe Ratio – 3 Years
0.95
0.85
Worst Rolling Year
-14.86%
-6.02%
Value at Worst Rolling Year
₹0.85 Cr
₹0.94 Cr
Deepest Drawdown
−20.27%
−24.55%
Recovery Period
94 days
436 days
1-Year Rolling Windows Positive
82.37%
95.34%
Median Rolling Year
23.49%
19.24%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
L 38% · M 28% · S 30%
Number of Stocks
41
97
Portfolio P/E
36.67
63.07
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%
One 97 Communications Ltd · 8.25%
Multi Commodity Exchange of India Ltd · 7.59%
Bajaj Finance Ltd · 6.77%
Cartrade Tech Ltd · 6.59%
Eternal Ltd · 5.56%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
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%