Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Ayan-PriceBridge Upswing
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Ayan-PriceBridge Upswing
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%
0.67%
6 Months
10.53%
6.20%
1 Year
15.92%
9.45%
3 Years
22.93%
11.74%
5 Years
18.33%
—
Since Inception
17.15%
12.77%
Fund Age
16 yrs 10 mo
3 yrs 7 mo
AUM
₹767.31 Cr
₹223.43 Cr
Alpha – 1 Year
11.20%
9.88%
Alpha – 3 Years
10.84%
3.17%
Information Ratio – 3 Years
1.21
0.40
Volatility – 1 Year
20.11%
16.24%
Volatility – 3 Years
18.00%
16.22%
Beta – 1 Year
1.06
0.89
Beta – 3 Years
1.03
1.02
Sharpe Ratio – 1 Year
0.57
0.30
Sharpe Ratio – 3 Years
0.95
0.44
Worst Rolling Year
-14.86%
11.49%
Value at Worst Rolling Year
₹0.85 Cr
₹1.11 Cr
Deepest Drawdown
−20.27%
−24.20%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
82.37%
100.00%
Median Rolling Year
23.49%
13.89%
5-Year Rolling Windows Positive
97.90%
—
Market-Cap Mix
L 23% · M 38% · S 34%
L 45% · M 31% · S 19%
Number of Stocks
41
96
Portfolio P/E
36.67
27.01
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%
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Fixed Fee
2.50% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%