Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Asit C Mehta - Ace Ten Trillion Opportunities
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Asit C Mehta - Ace Ten Trillion Opportunities
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%
1.87%
6 Months
10.53%
30.77%
1 Year
15.92%
28.96%
3 Years
22.93%
24.68%
5 Years
18.33%
24.06%
Since Inception
17.15%
19.53%
Fund Age
16 yrs 10 mo
8 yrs 8 mo
AUM
₹767.31 Cr
₹11.41 Cr
Alpha – 1 Year
11.20%
24.24%
Alpha – 3 Years
10.84%
12.59%
Information Ratio – 3 Years
1.21
0.80
Volatility – 1 Year
20.11%
25.13%
Volatility – 3 Years
18.00%
25.00%
Beta – 1 Year
1.06
1.30
Beta – 3 Years
1.03
1.32
Sharpe Ratio – 1 Year
0.57
0.92
Sharpe Ratio – 3 Years
0.95
0.80
Worst Rolling Year
-14.86%
4.85%
Value at Worst Rolling Year
₹0.85 Cr
₹1.05 Cr
Deepest Drawdown
−20.27%
−27.69%
Recovery Period
94 days
472 days
1-Year Rolling Windows Positive
82.37%
100.00%
Median Rolling Year
23.49%
28.03%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
M 10% · S 86%
Number of Stocks
41
19
Portfolio P/E
36.67
28.00
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%
Cash & Cash Equivalent · 6.78%
Divgi Torqtransfer Systems Ltd · 6.35%
Arvind Fashions Ltd · 5.96%
Swiggy Ltd · 5.43%
Quess Corp Ltd · 5.39%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Capital Goods · 17.31%
Consumer Services · 16.09%
Financial Services · 13.97%
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%