Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Karma - Wealth Builder
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%
4.30%
6 Months
10.53%
9.50%
1 Year
15.92%
10.30%
3 Years
22.93%
13.40%
5 Years
18.33%
13.85%
Since Inception
17.15%
12.90%
Fund Age
16 yrs 10 mo
19 yrs 8 mo
AUM
₹767.31 Cr
₹295.65 Cr
Alpha – 1 Year
11.20%
5.60%
Alpha – 3 Years
10.84%
1.30%
Information Ratio – 3 Years
1.21
0.46
Volatility – 1 Year
20.11%
20.18%
Volatility – 3 Years
18.00%
17.30%
Beta – 1 Year
1.06
1.09
Beta – 3 Years
1.03
1.05
Sharpe Ratio – 1 Year
0.57
0.32
Sharpe Ratio – 3 Years
0.95
0.49
Worst Rolling Year
-14.86%
-20.52%
Value at Worst Rolling Year
₹0.85 Cr
₹0.79 Cr
Deepest Drawdown
−20.27%
−12.92%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
82.37%
82.46%
Median Rolling Year
23.49%
16.95%
5-Year Rolling Windows Positive
97.90%
98.31%
Market-Cap Mix
L 23% · M 38% · S 34%
L 21% · M 15% · S 62%
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
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%
1% / – / –