Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Asit C Mehta - Ace Multicap
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Asit C Mehta - Ace Multicap
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%
0.87%
6 Months
10.53%
10.71%
1 Year
15.92%
14.18%
3 Years
22.93%
22.17%
5 Years
18.33%
23.46%
Since Inception
17.15%
19.11%
Fund Age
16 yrs 10 mo
8 yrs
AUM
₹767.31 Cr
₹120.99 Cr
Alpha – 1 Year
11.20%
9.46%
Alpha – 3 Years
10.84%
10.08%
Information Ratio – 3 Years
1.21
0.87
Volatility – 1 Year
20.11%
18.02%
Volatility – 3 Years
18.00%
20.69%
Beta – 1 Year
1.06
1.00
Beta – 3 Years
1.03
1.12
Sharpe Ratio – 1 Year
0.57
0.53
Sharpe Ratio – 3 Years
0.95
0.83
Worst Rolling Year
-14.86%
9.94%
Value at Worst Rolling Year
₹0.85 Cr
₹1.10 Cr
Deepest Drawdown
−20.27%
−25.91%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
82.37%
100.00%
Median Rolling Year
23.49%
32.64%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
L 20% · M 23% · S 47%
Number of Stocks
41
19
Portfolio P/E
36.67
29.90
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 · 14.64%
Piramal Pharma Ltd · 6.93%
Reliance Industries Ltd · 6.83%
Havells India Ltd · 5.96%
Quess Corp Ltd · 5.31%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Financial Services · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
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%