Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs AlfAccurate Advisors - AAA Budding Beasts
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
AlfAccurate Advisors - AAA Budding Beasts
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%
4.40%
6 Months
10.53%
22.62%
1 Year
15.92%
24.22%
3 Years
22.93%
21.85%
5 Years
18.33%
23.03%
Since Inception
17.15%
26.36%
Fund Age
16 yrs 10 mo
5 yrs 7 mo
AUM
₹767.31 Cr
₹1,251.52 Cr
Alpha – 1 Year
11.20%
19.50%
Alpha – 3 Years
10.84%
9.76%
Information Ratio – 3 Years
1.21
1.14
Volatility – 1 Year
20.11%
21.48%
Volatility – 3 Years
18.00%
19.09%
Beta – 1 Year
1.06
1.12
Beta – 3 Years
1.03
1.08
Sharpe Ratio – 1 Year
0.57
0.87
Sharpe Ratio – 3 Years
0.95
0.92
Worst Rolling Year
-14.86%
19.03%
Value at Worst Rolling Year
₹0.85 Cr
₹1.19 Cr
Deepest Drawdown
−20.27%
−23.65%
Recovery Period
94 days
428 days
1-Year Rolling Windows Positive
82.37%
100.00%
Median Rolling Year
23.49%
25.78%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
L 14% · M 27% · S 55%
Number of Stocks
41
60
Portfolio P/E
36.67
39.40
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%
Aditya Infotech Ltd · 4.75%
Timex Group India Ltd · 3.20%
TVS Motor Company Ltd · 3.02%
Shriram Finance Ltd · 3.01%
Senores Pharmaceuticals Ltd · 2.97%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%