Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Asit C Mehta - Ace Blue-chip
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Asit C Mehta - Ace Blue-chip
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%
−2.58%
6 Months
10.53%
1.87%
1 Year
15.92%
8.68%
3 Years
22.93%
16.60%
5 Years
18.33%
15.36%
Since Inception
17.15%
12.51%
Fund Age
16 yrs 10 mo
8 yrs 8 mo
AUM
₹767.31 Cr
₹4.55 Cr
Alpha – 1 Year
11.20%
3.96%
Alpha – 3 Years
10.84%
4.51%
Information Ratio – 3 Years
1.21
0.64
Volatility – 1 Year
20.11%
15.98%
Volatility – 3 Years
18.00%
15.76%
Beta – 1 Year
1.06
0.87
Beta – 3 Years
1.03
0.94
Sharpe Ratio – 1 Year
0.57
0.27
Sharpe Ratio – 3 Years
0.95
0.72
Worst Rolling Year
-14.86%
1.47%
Value at Worst Rolling Year
₹0.85 Cr
₹1.01 Cr
Deepest Drawdown
−20.27%
−17.84%
Recovery Period
94 days
136 days
1-Year Rolling Windows Positive
82.37%
100.00%
Median Rolling Year
23.49%
19.72%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
L 68% · M 14% · S 12%
Number of Stocks
41
14
Portfolio P/E
36.67
31.16
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%
Cash & Cash Equivalent · 15.72%
Ambuja Cements Ltd · 9.65%
Reliance Industries Ltd · 8.91%
Havells India Ltd · 8.83%
ICICI Bank Ltd · 7.45%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Financial Services · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
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%