Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
InCred Capital - Multicap PMS
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%
6.10%
6 Months
10.53%
8.11%
1 Year
15.92%
−2.73%
3 Years
22.93%
11.42%
5 Years
18.33%
12.09%
Since Inception
17.15%
13.75%
Fund Age
16 yrs 10 mo
5 yrs 5 mo
AUM
₹767.31 Cr
₹205.48 Cr
Alpha – 1 Year
11.20%
−5.71%
Alpha – 3 Years
10.84%
−0.47%
Information Ratio – 3 Years
1.21
-0.07
Volatility – 1 Year
20.11%
23.93%
Volatility – 3 Years
18.00%
22.69%
Beta – 1 Year
1.06
1.24
Beta – 3 Years
1.03
1.17
Sharpe Ratio – 1 Year
0.57
-0.23
Sharpe Ratio – 3 Years
0.95
0.35
Worst Rolling Year
-14.86%
11.05%
Value at Worst Rolling Year
₹0.85 Cr
₹1.11 Cr
Deepest Drawdown
−20.27%
−29.75%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
82.37%
100.00%
Median Rolling Year
23.49%
21.79%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
L 28% · M 36% · S 34%
Number of Stocks
41
29
Portfolio P/E
36.67
46.19
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%
Bharti Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%