Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs ASK - Growth
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
ASK - Growth
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%
2.48%
6 Months
10.53%
−4.38%
1 Year
15.92%
−4.58%
3 Years
22.93%
4.80%
5 Years
18.33%
3.85%
Since Inception
17.15%
17.02%
Fund Age
16 yrs 10 mo
25 yrs 6 mo
AUM
₹767.31 Cr
₹724.64 Cr
Alpha – 1 Year
11.20%
−7.56%
Alpha – 3 Years
10.84%
−7.08%
Information Ratio – 3 Years
1.21
-1.30
Volatility – 1 Year
20.11%
16.92%
Volatility – 3 Years
18.00%
16.49%
Beta – 1 Year
1.06
0.94
Beta – 3 Years
1.03
1.01
Sharpe Ratio – 1 Year
0.57
-0.52
Sharpe Ratio – 3 Years
0.95
0.04
Worst Rolling Year
-14.86%
-12.59%
Value at Worst Rolling Year
₹0.85 Cr
₹0.87 Cr
Deepest Drawdown
−20.27%
−23.98%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
82.37%
95.35%
Median Rolling Year
23.49%
15.09%
5-Year Rolling Windows Positive
97.90%
98.79%
Market-Cap Mix
L 23% · M 38% · S 34%
L 55% · M 22% · S 19%
Number of Stocks
41
22
Portfolio P/E
36.67
32.63
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%
HDFC Bank Ltd · 9.96%
Eternal Ltd · 6.92%
CreditAccess Grameen Ltd · 6.64%
Kotak Mahindra Bank Ltd · 5.98%
Torrent Power Ltd · 5.41%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Financial Services · 33.39%
Consumer Services · 11.99%
Information Technology · 7.69%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%