Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Axis - Brand Equity PMS
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Axis - Brand Equity PMS
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%
2.39%
6 Months
10.53%
10.60%
1 Year
15.92%
2.51%
3 Years
22.93%
7.68%
5 Years
18.33%
9.38%
Since Inception
17.15%
10.51%
Fund Age
16 yrs 10 mo
9 yrs 6 mo
AUM
₹767.31 Cr
₹804.15 Cr
Alpha – 1 Year
11.20%
2.94%
Alpha – 3 Years
10.84%
−0.89%
Information Ratio – 3 Years
1.21
-0.08
Volatility – 1 Year
20.11%
21.76%
Volatility – 3 Years
18.00%
17.30%
Beta – 1 Year
1.06
1.23
Beta – 3 Years
1.03
1.08
Sharpe Ratio – 1 Year
0.57
-0.04
Sharpe Ratio – 3 Years
0.95
0.20
Worst Rolling Year
-14.86%
-3.22%
Value at Worst Rolling Year
₹0.85 Cr
₹0.97 Cr
Deepest Drawdown
−20.27%
−26.72%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
82.37%
96.55%
Median Rolling Year
23.49%
12.69%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
L 26% · M 6% · S 61%
Number of Stocks
41
42
Portfolio P/E
36.67
35.23
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 · 7.12%
Mahindra & Mahindra Ltd · 5.74%
Eternal Ltd · 4.45%
EPL Ltd · 4.26%
Welspun Corp Ltd · 4.22%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%