Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs East Green-Agile Strategy
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
East Green-Agile Strategy
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%
1.90%
6 Months
10.53%
23.62%
1 Year
15.92%
21.42%
3 Years
22.93%
14.56%
5 Years
18.33%
—
Since Inception
17.15%
16.17%
Fund Age
16 yrs 10 mo
3 yrs 1 mo
AUM
₹767.31 Cr
₹77.6 Cr
Alpha – 1 Year
11.20%
16.70%
Alpha – 3 Years
10.84%
2.47%
Information Ratio – 3 Years
1.21
0.32
Volatility – 1 Year
20.11%
21.73%
Volatility – 3 Years
18.00%
20.33%
Beta – 1 Year
1.06
1.06
Beta – 3 Years
1.03
1.05
Sharpe Ratio – 1 Year
0.57
0.76
Sharpe Ratio – 3 Years
0.95
0.52
Worst Rolling Year
-14.86%
14.63%
Value at Worst Rolling Year
₹0.85 Cr
₹1.15 Cr
Deepest Drawdown
−20.27%
−24.36%
Recovery Period
94 days
487 days
1-Year Rolling Windows Positive
82.37%
100.00%
Median Rolling Year
23.49%
14.67%
5-Year Rolling Windows Positive
97.90%
—
Market-Cap Mix
L 23% · M 38% · S 34%
—
Number of Stocks
41
—
Portfolio P/E
36.67
—
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%
—
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%