Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Motilal Oswal - Ethical
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%
1.53%
6 Months
10.53%
18.13%
1 Year
15.92%
13.15%
3 Years
22.93%
14.12%
5 Years
18.33%
11.96%
Since Inception
17.15%
13.25%
Fund Age
16 yrs 10 mo
5 yrs 1 mo
AUM
₹767.31 Cr
₹77.09 Cr
Alpha – 1 Year
11.20%
10.17%
Alpha – 3 Years
10.84%
2.24%
Information Ratio – 3 Years
1.21
0.36
Volatility – 1 Year
20.11%
23.76%
Volatility – 3 Years
18.00%
19.81%
Beta – 1 Year
1.06
1.23
Beta – 3 Years
1.03
1.14
Sharpe Ratio – 1 Year
0.57
0.40
Sharpe Ratio – 3 Years
0.95
0.50
Worst Rolling Year
-14.86%
8.04%
Value at Worst Rolling Year
₹0.85 Cr
₹1.08 Cr
Deepest Drawdown
−20.27%
−27.15%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
82.37%
100.00%
Median Rolling Year
23.49%
16.70%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
L 28% · M 28% · S 44%
Number of Stocks
41
20
Portfolio P/E
36.67
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
Financial Services · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%