Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Asit C Mehta - Ace Multi-asset Portfolio
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Asit C Mehta - Ace Multi-asset Portfolio
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%
1.26%
6 Months
10.53%
8.39%
1 Year
15.92%
14.45%
3 Years
22.93%
20.39%
5 Years
18.33%
20.20%
Since Inception
17.15%
16.82%
Fund Age
16 yrs 10 mo
7 yrs 10 mo
AUM
₹767.31 Cr
₹12.77 Cr
Alpha – 1 Year
11.20%
7.59%
Alpha – 3 Years
10.84%
9.35%
Information Ratio – 3 Years
1.21
0.38
Volatility – 1 Year
20.11%
12.27%
Volatility – 3 Years
18.00%
16.07%
Beta – 1 Year
1.06
1.23
Beta – 3 Years
1.03
1.51
Sharpe Ratio – 1 Year
0.57
0.74
Sharpe Ratio – 3 Years
0.95
0.80
Worst Rolling Year
-14.86%
6.14%
Value at Worst Rolling Year
₹0.85 Cr
₹1.06 Cr
Deepest Drawdown
−20.27%
−17.38%
Recovery Period
94 days
243 days
1-Year Rolling Windows Positive
82.37%
100.00%
Median Rolling Year
23.49%
26.13%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
L 22% · M 19% · S 28%
Number of Stocks
41
23
Portfolio P/E
36.67
26.00
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%
Powergrid Infrastructure Investment Trust · 9.16%
BHARAT Bond ETF - April 2033 · 6.41%
Cash & Cash Equivalent · 6.22%
Coal India Ltd · 5.62%
Piramal Pharma Ltd · 5.28%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
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%