Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Ckredence-All Weather Fund
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Ckredence-All Weather Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.79%
3.56%
6 Months
10.53%
14.31%
1 Year
15.92%
23.04%
3 Years
22.93%
17.41%
5 Years
18.33%
14.44%
Since Inception
17.15%
16.04%
Fund Age
16 yrs 10 mo
5 yrs 2 mo
AUM
₹767.31 Cr
₹246.55 Cr
Alpha – 1 Year
11.20%
18.32%
Alpha – 3 Years
10.84%
5.32%
Information Ratio – 3 Years
1.21
0.69
Volatility – 1 Year
20.11%
16.66%
Volatility – 3 Years
18.00%
14.65%
Beta – 1 Year
1.06
0.91
Beta – 3 Years
1.03
0.83
Sharpe Ratio – 1 Year
0.57
1.02
Sharpe Ratio – 3 Years
0.95
0.82
Worst Rolling Year
-14.86%
13.49%
Value at Worst Rolling Year
₹0.85 Cr
₹1.13 Cr
Deepest Drawdown
−20.27%
−17.20%
Recovery Period
94 days
198 days
1-Year Rolling Windows Positive
82.37%
100.00%
Median Rolling Year
23.49%
18.30%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
L 31% · M 25% · S 41%
Number of Stocks
41
33
Portfolio P/E
36.67
48.70
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%
Laurus Labs Ltd · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%