Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Alphaa Better Risk Reward 30 stocks
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Alphaa Better Risk Reward 30 stocks
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.79%
−1.54%
6 Months
10.53%
−5.38%
1 Year
15.92%
−6.70%
3 Years
22.93%
7.98%
5 Years
18.33%
—
Since Inception
17.15%
7.98%
Fund Age
16 yrs 10 mo
2 yrs 11 mo
AUM
₹767.31 Cr
₹7.31 Cr
Alpha – 1 Year
11.20%
−6.35%
Alpha – 3 Years
10.84%
−1.02%
Information Ratio – 3 Years
1.21
-0.08
Volatility – 1 Year
20.11%
17.44%
Volatility – 3 Years
18.00%
15.65%
Beta – 1 Year
1.06
1.08
Beta – 3 Years
1.03
—
Sharpe Ratio – 1 Year
0.57
-0.61
Sharpe Ratio – 3 Years
0.95
0.22
Worst Rolling Year
-14.86%
—
Value at Worst Rolling Year
₹0.85 Cr
—
Deepest Drawdown
−20.27%
−21.15%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
82.37%
—
Median Rolling Year
23.49%
—
5-Year Rolling Windows Positive
97.90%
—
Market-Cap Mix
L 23% · M 38% · S 34%
L 61% · M 26% · S 9%
Number of Stocks
41
66
Portfolio P/E
36.67
27.03
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%
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1.5% / 0% / 0%