Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.79%
0.50%
6 Months
10.53%
2.02%
1 Year
15.92%
0.60%
3 Years
22.93%
8.21%
5 Years
18.33%
5.75%
Since Inception
17.15%
9.73%
Fund Age
16 yrs 10 mo
6 yrs
AUM
₹767.31 Cr
₹128.19 Cr
Alpha – 1 Year
11.20%
1.03%
Alpha – 3 Years
10.84%
−0.36%
Information Ratio – 3 Years
1.21
0.12
Volatility – 1 Year
20.11%
19.24%
Volatility – 3 Years
18.00%
14.76%
Beta – 1 Year
1.06
1.13
Beta – 3 Years
1.03
0.95
Sharpe Ratio – 1 Year
0.57
-0.16
Sharpe Ratio – 3 Years
0.95
0.24
Worst Rolling Year
-14.86%
0.20%
Value at Worst Rolling Year
₹0.85 Cr
₹1.00 Cr
Deepest Drawdown
−20.27%
−18.72%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
82.37%
98.09%
Median Rolling Year
23.49%
8.37%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
L 47% · M 42% · S 11%
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
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%
0% / 0% / 0%