Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Ckredence-Diversified Fund
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Ckredence-Diversified Fund
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%
5.36%
6 Months
10.53%
17.83%
1 Year
15.92%
22.60%
3 Years
22.93%
18.89%
5 Years
18.33%
16.73%
Since Inception
17.15%
18.63%
Fund Age
16 yrs 10 mo
5 yrs 2 mo
AUM
₹767.31 Cr
₹146.97 Cr
Alpha – 1 Year
11.20%
17.88%
Alpha – 3 Years
10.84%
6.80%
Information Ratio – 3 Years
1.21
0.75
Volatility – 1 Year
20.11%
20.18%
Volatility – 3 Years
18.00%
16.94%
Beta – 1 Year
1.06
1.05
Beta – 3 Years
1.03
0.94
Sharpe Ratio – 1 Year
0.57
0.85
Sharpe Ratio – 3 Years
0.95
0.80
Worst Rolling Year
-14.86%
15.50%
Value at Worst Rolling Year
₹0.85 Cr
₹1.16 Cr
Deepest Drawdown
−20.27%
−17.05%
Recovery Period
94 days
199 days
1-Year Rolling Windows Positive
82.37%
100.00%
Median Rolling Year
23.49%
20.61%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
L 20% · M 19% · S 58%
Number of Stocks
41
32
Portfolio P/E
36.67
39.10
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 · 11.29%
Cash & Cash Equivalent · 5.57%
Gokaldas Exports Ltd · 5.23%
State Bank of India · 5.00%
Samvardhana Motherson International Ltd · 4.19%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
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%