Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Incred-Small & MidCap 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%
4.27%
6 Months
10.53%
−8.15%
1 Year
15.92%
−5.39%
3 Years
22.93%
10.81%
5 Years
18.33%
—
Since Inception
17.15%
11.07%
Fund Age
16 yrs 10 mo
5 yrs
AUM
₹767.31 Cr
₹121.08 Cr
Alpha – 1 Year
11.20%
−5.32%
Alpha – 3 Years
10.84%
−2.65%
Information Ratio – 3 Years
1.21
-0.15
Volatility – 1 Year
20.11%
24.51%
Volatility – 3 Years
18.00%
24.85%
Beta – 1 Year
1.06
1.17
Beta – 3 Years
1.03
1.18
Sharpe Ratio – 1 Year
0.57
-0.34
Sharpe Ratio – 3 Years
0.95
0.32
Worst Rolling Year
-14.86%
9.88%
Value at Worst Rolling Year
₹0.85 Cr
₹1.10 Cr
Deepest Drawdown
−20.27%
−34.50%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
82.37%
100.00%
Median Rolling Year
23.49%
21.70%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
M 20% · S 78%
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%
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
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%
2% / 1% / 0%