Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Bonanza - Edge
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%
4.43%
6 Months
10.53%
22.24%
1 Year
15.92%
21.33%
3 Years
22.93%
15.83%
5 Years
18.33%
20.63%
Since Inception
17.15%
19.53%
Fund Age
16 yrs 10 mo
11 yrs
AUM
₹767.31 Cr
₹101.92 Cr
Alpha – 1 Year
11.20%
21.68%
Alpha – 3 Years
10.84%
6.83%
Information Ratio – 3 Years
1.21
0.61
Volatility – 1 Year
20.11%
21.87%
Volatility – 3 Years
18.00%
21.68%
Beta – 1 Year
1.06
1.10
Beta – 3 Years
1.03
1.12
Sharpe Ratio – 1 Year
0.57
0.75
Sharpe Ratio – 3 Years
0.95
0.65
Worst Rolling Year
-14.86%
-17.09%
Value at Worst Rolling Year
₹0.85 Cr
₹0.83 Cr
Deepest Drawdown
−20.27%
−27.12%
Recovery Period
94 days
148 days
1-Year Rolling Windows Positive
82.37%
79.34%
Median Rolling Year
23.49%
24.29%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
L 15% · M 12% · S 59%
Number of Stocks
41
65
Portfolio P/E
36.67
51.62
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%
Creative Newtech Ltd · 7.19%
Cash & Cash Equivalent · 7.08%
Lodha Developers Ltd · 6.75%
JD Cables Ltd · 6.02%
Afcom Holdings Ltd · 6.00%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%