Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Aditya Birla Sun Life (ABSL) - SSP
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
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%
3.17%
6 Months
10.53%
6.78%
1 Year
15.92%
13.06%
3 Years
22.93%
8.79%
5 Years
18.33%
—
Since Inception
17.15%
8.64%
Fund Age
16 yrs 10 mo
3 yrs 2 mo
AUM
₹767.31 Cr
₹66.61 Cr
Alpha – 1 Year
11.20%
13.41%
Alpha – 3 Years
10.84%
−0.20%
Information Ratio – 3 Years
1.21
—
Volatility – 1 Year
20.11%
20.80%
Volatility – 3 Years
18.00%
—
Beta – 1 Year
1.06
1.21
Beta – 3 Years
1.03
—
Sharpe Ratio – 1 Year
0.57
0.41
Sharpe Ratio – 3 Years
0.95
—
Worst Rolling Year
-14.86%
—
Value at Worst Rolling Year
₹0.85 Cr
—
Deepest Drawdown
−20.27%
—
Recovery Period
94 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 90% · M 10%
Number of Stocks
41
26
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%
Bajaj Auto Ltd · 6.00%
Solar Industries India Ltd · 5.64%
Bharat Electronics Ltd · 5.46%
Cholamandalam Investment & Finance Company Ltd · 5.00%
Aditya Birla Capital Ltd · 4.90%
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%