Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Emkay SMID Cap Growth Engine Portfolio
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Emkay SMID Cap Growth Engine Portfolio
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%
1.20%
6 Months
10.53%
13.72%
1 Year
15.92%
3.07%
3 Years
22.93%
—
5 Years
18.33%
—
Since Inception
17.15%
−0.94%
Fund Age
16 yrs 10 mo
14 mo
AUM
₹767.31 Cr
₹136.71 Cr
Alpha – 1 Year
11.20%
−1.65%
Alpha – 3 Years
10.84%
—
Information Ratio – 3 Years
1.21
—
Volatility – 1 Year
20.11%
26.76%
Volatility – 3 Years
18.00%
—
Beta – 1 Year
1.06
1.44
Beta – 3 Years
1.03
—
Sharpe Ratio – 1 Year
0.57
0.05
Sharpe Ratio – 3 Years
0.95
—
Worst Rolling Year
-14.86%
—
Value at Worst Rolling Year
₹0.85 Cr
—
Deepest Drawdown
−20.27%
−22.05%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
82.37%
—
Median Rolling Year
23.49%
—
5-Year Rolling Windows Positive
97.90%
—
Market-Cap Mix
L 23% · M 38% · S 34%
M 20% · S 80%
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%
Aegis Vopak Terminals Ltd · 0.00%
IndusInd Bank Ltd · 0.00%
Max Financial Services Ltd · 0.00%
Styrenix Performance Materials Ltd · 0.00%
Lumax Auto Technologies Ltd · 0.00%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
—