Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Axis - Core & Satellite PMS
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Axis - Core & Satellite 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%
0.11%
6 Months
10.53%
10.76%
1 Year
15.92%
8.14%
3 Years
22.93%
7.76%
5 Years
18.33%
10.03%
Since Inception
17.15%
11.69%
Fund Age
16 yrs 10 mo
6 yrs 8 mo
AUM
₹767.31 Cr
₹87.23 Cr
Alpha – 1 Year
11.20%
8.57%
Alpha – 3 Years
10.84%
−0.81%
Information Ratio – 3 Years
1.21
0.02
Volatility – 1 Year
20.11%
23.09%
Volatility – 3 Years
18.00%
18.26%
Beta – 1 Year
1.06
1.29
Beta – 3 Years
1.03
1.11
Sharpe Ratio – 1 Year
0.57
0.21
Sharpe Ratio – 3 Years
0.95
0.22
Worst Rolling Year
-14.86%
6.59%
Value at Worst Rolling Year
₹0.85 Cr
₹1.07 Cr
Deepest Drawdown
−20.27%
−25.42%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
82.37%
100.00%
Median Rolling Year
23.49%
13.94%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
L 19% · M 1% · S 70%
Number of Stocks
41
41
Portfolio P/E
36.67
25.23
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 · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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%