Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
JM Financial - India Resurgent
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%
4.15%
6 Months
10.53%
18.21%
1 Year
15.92%
19.11%
3 Years
22.93%
23.58%
5 Years
18.33%
18.40%
Since Inception
17.15%
13.93%
Fund Age
16 yrs 10 mo
11 yrs 4 mo
AUM
₹767.31 Cr
₹13.37 Cr
Alpha – 1 Year
11.20%
16.13%
Alpha – 3 Years
10.84%
11.69%
Information Ratio – 3 Years
1.21
1.24
Volatility – 1 Year
20.11%
18.18%
Volatility – 3 Years
18.00%
17.99%
Beta – 1 Year
1.06
0.94
Beta – 3 Years
1.03
1.01
Sharpe Ratio – 1 Year
0.57
0.75
Sharpe Ratio – 3 Years
0.95
0.97
Worst Rolling Year
-14.86%
—
Value at Worst Rolling Year
₹0.85 Cr
—
Deepest Drawdown
−20.27%
−20.05%
Recovery Period
94 days
162 days
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%
L 27% · M 15% · S 55%
Number of Stocks
41
32
Portfolio P/E
36.67
41.94
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 · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 0%