Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Bonanza - Growth
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Bonanza - Growth
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%
3.68%
6 Months
10.53%
−1.81%
1 Year
15.92%
5.85%
3 Years
22.93%
8.65%
5 Years
18.33%
7.90%
Since Inception
17.15%
16.09%
Fund Age
16 yrs 10 mo
16 yrs 4 mo
AUM
₹767.31 Cr
₹22.08 Cr
Alpha – 1 Year
11.20%
6.20%
Alpha – 3 Years
10.84%
−0.35%
Information Ratio – 3 Years
1.21
0.11
Volatility – 1 Year
20.11%
17.32%
Volatility – 3 Years
18.00%
15.11%
Beta – 1 Year
1.06
0.79
Beta – 3 Years
1.03
0.87
Sharpe Ratio – 1 Year
0.57
0.10
Sharpe Ratio – 3 Years
0.95
0.36
Worst Rolling Year
-14.86%
0.88%
Value at Worst Rolling Year
₹0.85 Cr
₹1.01 Cr
Deepest Drawdown
−20.27%
−17.79%
Recovery Period
94 days
297 days
1-Year Rolling Windows Positive
82.37%
99.98%
Median Rolling Year
23.49%
18.31%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
L 22% · M 16% · S 47%
Number of Stocks
41
37
Portfolio P/E
36.67
45.09
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 · 7.39%
Bharat Heavy Electricals Ltd · 5.26%
Welspun Corp Ltd · 5.07%
Goldiam International Ltd · 5.02%
BSE Ltd · 4.93%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
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%