Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Anand Rathi Advisors - Decennium Opportunity
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Anand Rathi Advisors - Decennium Opportunity
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%
1.56%
6 Months
10.53%
11.47%
1 Year
15.92%
5.40%
3 Years
22.93%
7.77%
5 Years
18.33%
—
Since Inception
17.15%
9.99%
Fund Age
16 yrs 10 mo
4 yrs 9 mo
AUM
₹767.31 Cr
₹144.91 Cr
Alpha – 1 Year
11.20%
0.68%
Alpha – 3 Years
10.84%
−4.32%
Information Ratio – 3 Years
1.21
0.13
Volatility – 1 Year
20.11%
24.35%
Volatility – 3 Years
18.00%
20.17%
Beta – 1 Year
1.06
1.26
Beta – 3 Years
1.03
1.11
Sharpe Ratio – 1 Year
0.57
0.11
Sharpe Ratio – 3 Years
0.95
0.39
Worst Rolling Year
-14.86%
7.72%
Value at Worst Rolling Year
₹0.85 Cr
₹1.08 Cr
Deepest Drawdown
−20.27%
−31.10%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
82.37%
100.00%
Median Rolling Year
23.49%
12.92%
5-Year Rolling Windows Positive
97.90%
—
Market-Cap Mix
L 23% · M 38% · S 34%
L 33% · M 4% · S 58%
Number of Stocks
41
15
Portfolio P/E
36.67
50.52
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%
Craftsman Automation Ltd · 8.39%
Syrma SGS Technology Ltd · 8.34%
Polycab India Ltd · 7.32%
Venus Pipes & Tubes Ltd · 7.12%
Caplin Point Laboratories Ltd · 6.39%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%